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tax
Lighting the Way to Financial Success
PREPERATION

We are glad to welcome you into the year 2025. We want to wish you all a great year ahead. On our part, we are ready to help you achieve your financial goals this year.
5
5 Essentials for Tax Season
IMPORTANT TAX INFORMATION
The 2024 tax filing begins January 3, 2025. We are currently taking appointments. PLEASE Call 1-800-516-7713.
The Easy advance program is available. Get up to $6,000 advance, within 24 hours. secured by your tax refund. Call us for more information 1-800-516-7713.
Our new office location is at 200 Ashford Center North Suite 175 Dunwoody, GA 30338.
Virtual Tax Preparation - You get the same personalized service that you have come to expect, only this time from the comfort of your home. We have designed a simple to use virtual upload website. You can take pictures of your tax documents or select them from your phone storage.
Remember to bring along or upload the following along with your tax documents:
Direct Deposit Info.
Copy of your Social Security Card.
Copy of Dependents' Birth Certificates.
Copy of Dependents' Social Security Cards.
Copy of your Driver's License (or other acceptable identification).
Documents that show dependents resided with you during 2024.
School Reports, Daycare Statements, Medical Statements.
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