Our Process

Working with us to prepare your tax returns:

  • Contact me to discuss your situation either in person or by phone.  My number is 336.245.8636
  • Click below to use our tax checklist to help you gather your tax documents – See Below
  • Deliver your tax documents to me using one of the following methods:
  • Payment is due upon completion.  We accept the following forms of payment:
    • Checks (Note: A $25 fee will be charged on all returned checks)
    • Cash
    • Visa, MasterCard, American Express, and Discover credit cards