• Tax Service

Starting The Tax Filing Process


STEP 1 - Collect And Organize Your Paperwork:


Gather your financial documentation. For example: W2s, income statements, mortgage forms and charitable receipts. To assist you, please request a custom or generic organizer by phone or e-mail.


STEP 2 - Submit Your Information:


You can deliver your information to our office in four ways:


  • Call 757-838-7561 for an appointment.
  • Drop information off at our office.
  • Fax information to our office at 757-838-8010.
  • Send via mail to our office.

STEP 3 - We'll Do The Rest:


Step-by-step, we'll make sure you get the credits and deductions you deserve. Once completed, and upon your approval, we can either e-file or print your tax returns for you to sign and mail.

Tax Tips



Tax Checklists