Individual tax preparation services

The prepared tax return you will receive is the end product of a continuing process of tax management that goes on twelve months of the year. As a client of this firm you will receive newsletters throughout the year. These are designed to notify you of tax saving opportunities and changes in the tax laws that can influence your spending and investment plans. In addition, we are available during the year for consultations on tax planning and financial counseling.

Our existing clients have found our continuous program of tax management more important than the actual return preparation. The best part is that many of our ongoing services are provided without charge.

The return preparation is composed of two essential parts; the organizer that you prepare, and your appointment. The organizer has been designed to provide the information necessary to prepare your return in an efficient and accurate manner. During your appointment the organizer is reviewed to answer any questions you may have had and determine the most favorable method of reporting each item on your return. We ask you to bring a copy of last year’s return to the interview because some tax items carryforward from one year to the next. The accuracy and cost of your return are a direct function of the time you invest in completing the organizer and collecting the other information required to prepare your return.

Our charges for income tax preparation are based on the time it takes to prepare your return.  The minimum charge is currently $325 for a simple individual return and $115 for a related child's return. 

For your convenience we offer electronic filing of both Federal and Georgia individual tax returns.

To receive a tax organizer, call us at 770-952-0796 or you can download a Basic Tax Organizer now.  Additional organizer pages are available for download in our Tax Organizer page.