We provide a list of information that is helpful when preparing your tax return.  It isn't possible to list every detail, but this list should assist you in getting most of your information together for us to prepare your tax return.  (click on the tab at the top named "Gather Your Information" ).

This office provides many services, including the following:

      You choose how you would like for us to prepare your tax return :

      Make an Appointment Many of our clients choose to make an appointment and sit down with us while we prepare the tax return (if the client is established and return is not complex)  This gives both of us the opportunity to talk through the tax return, ask questions, and have a complete interview.


       Drop Off:  Many of our clients choose to gather their information and drop it off at our office.  You may drop off your information any time during business hours and do not need an appointment.


      Email, SecureFileTransfer, or Mail:  Some of our clients find that sending us their tax information is easier than coming to our office (especially for those of you that have moved out of state).  You are welcome to send us your information, and we will contact you with questions and work out the best way to have you sign the electronic filing forms and receive your copy of the tax return.  The safest way to send us your personal information and documents is to use our secure file transfer.  You can upload your documents to us at https://lairdtax.securefilepro.com.




  • Individual
  • Corporations
  • Partnership
  • Non-residents and all states
  • Solving delinquent tax returns
  • IRS audit representation
  • Amended Returns
  • Electronic filing
  • QuickBooks & Accounting Services
  • Secure Document Transfer
                               



  • Individual
  • Corporations
  • Partnership
  • Non-residents and all states
  • Solving delinquent tax returns
  • IRS audit representation
  • Amended Returns
  • Electronic filing
  • QuickBooks & Accounting Services
  • Secure Document Transfer