We are accepting new clients for tax preparation, bookkeeping, and payroll.

For bookkeeping and payroll services: please call the office to schedule a consultation appointment. We’ll go over your business information and options.

For new tax clients: click below to download a comprehensive checklist of information we would need for your taxes. This list is very comprehensive and not all items may apply to you.

Here is a summary of the most important items:
  • Driver License for you and spouse, if applicable
  • SSN and date of birth for any dependents
  • Copies of income tax returns for previous two years
  • All income documents (W2, 1099, Social Security, business income, etc)
  • Rental income and expenses
  • If you own a business or are self-employed, any depreciation schedules for assets
  • Information for common deductions:
    • Educator expenses
    • Student Loan interest
    • Higher Ed tuition and fees
    • Medical expenses
    • Real Estate and Property taxes
    • Mortgage Interest
    • Contributions
  • Note: See our article “Do I need to keep track of deductions?” on our website

If there have been any major changes in your status over the previous year – new dependents, change in marital status, new business, death of spouse, etc. Please let us know before we prepare your return!

New clients planning to use the client portal for preparation, please use the following steps:

  1. Create a word document, PDF, or picture of your name, email address, and SSN
  2. Visit
  3. Click “Upload” on the right side under “Guess Exchange”
  4. Complete the form, attach your file, and click “Upload”

You will receive an activation email when we have created your account. Check your spam folder if you don’t receive it!

If you like, you can download the Secure File Pro app from your app store to use the portal on your mobile device!