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Learn More About Our Services

Tax Preparation Services

Income Tax Preparation

IRS will start accepting and processing returns on January 29, 2024.

Hours for Drop off of Tax Documents are -

MONDAY 8am - 4 pm, WEDNESDAY 9am - 5pm, and FRIDAY 8am - 4pm

Appointments are availabe for afterhour and weekends and we will do our best to accomidate you. 

Virtual services available with our secure portal please see contact office for more information

New Clients and Returning Clients - Please view and fill out below documents and return for tax preparation.

What to know before your appointment

Hours, Tips and Fees 

Client Intake Forms (required)

Due Diligence Checklist (required for dependents, Head of Household, Child Tax Credit, Education Credit)

Documents to Include

Submitting and Delivery of Documents



WORKSHEETS - Please utilize the appropriate worksheets below, complete, and return with documents for tax preparation.

Small Business Worksheet - Simple

Small Business Worksheet - Detailed

Auto and Home Expenses

Rental Property - Simple / Multiple Properties

Rental Property - Detailed

Farm Income - Simple

Farm Income - Detailed

Salon/Barber Worksheet

In-Home Daycare Worksheet

Trucking/Professional Driver Worksheet









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We would love to hear from you!


1123 7th Street, Harlan, IA 51537

Get clarity on your tax and accounting situation