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Key Benefits for Tax Preparation

KJH Financial Services' services include tax preparation for both individual (long and short forms) and business returns. Rates for tax preparation are dependent on complexity of your return. Our goal is not only to complete and file your IRS return, but to provide help with future tax advice hoping to save you time and money in the future.

The process begins with a meeting to review your past years returns and gather information for the current years tax return. Additional contact may be needed to insure all information is received. Upon completion of the IRS tax return, we will meet again to talk about ways to plan for the next year. The IRS tax return will be mailed for you and both a bound hard copy and CD will be provided for your personal records.

Please see Client Forms section for tax forms needed for initial meeting.

 

Tax Information for 2009 Returns

1040 Form

IRS Tax Forms

IRS Tax Publications

 

 

Please contact us.

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KJH Financial Services | Registered Investment Adviser | Kimberly J. Howard, CFP®| Needham, Ma 02494 | 781.413.4879

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