January 28-April 15, 2019
Wednesdays until 7pm
Evenings and weekends available by appointment
" Susan Bosch is the kind of professional you always hear about but never get to experience in person." ~Nathan
"Professional, efficient, and extremely thorough. From the first time we spoke I was certain that Susan Bosch was the right advisor for me. She makes the entire process convenient and with her expertise I am confident that the work is done right and my return is maximized. She went above and beyond to ensure that I understood everything and gave me all the information I needed regarding tax implications when I had to make personal financial decisions.I recommend her to all of my friends and family." ~Sara
What do you need? If you are a new client we would like your last 2 years of tax returns for review and comparison as well as your current year's documents. This includes but may not be limited to: W2s, 1099s, interest income statements, dividend statements, profit and loss statement for your business, student loan interest, mortgage interest, property tax statement, charitable contributions, etc. We also request your driver's license information.
How do you want me to get my documents to you? You get to decide. We prepare hundreds of returns every year. You have one. As long as we receive your documents and you respond to our correspondences so we can finalize your return you can mail, drop off, upload to the client portal, or schedule an appointment.
What do I do if I receive a letter from the IRS? Call, email, or text Susan to let her know. That's why she's here.