Cornerstone Tax & Business Services

The first step will be a short interview by in person appt/ phone or zoom, to assess what needs to be done and, if possible, provide an estimate of the cost so that there would be no surprises at the end. 

Any new customer we work with, will be setup on a secure client portal to share his or her documents. He/she will also sign an engagement letter so both parties are comfortable and protected. After the client has uploaded all documents to the portal, We get to work, when the job is done, we will explain everything to you, the client , and make sure that you understand your tax situation.

If you are local and want to meet in person? No problem we can work with you in setting up an appointment.

Additional questions can usually be addressed through email or phone/text.

We are owners of the firm's and our  educational background consists of a Bachelors of Science in Business Administration and Masters in Business Administration all from a accredited and not for profit University. We ensure on yearly basis that we maintain and complete at least 18 hrs of continuing education. We registered Tax preparers with the IRS.

With over 5 years of experience working in income tax preparation at a national tax franchise office, we are therefore dedicated to our clients and ensuring that we are staying current on the new tax laws or changes to the tax law. 

We’re always ready for the toughest situations.

We believe in transparency and our fees are completely based on the complexity of each client’s tax return. We will discuss the situation and assess what is most appropriate. Don't go for the lower priced tax preparation right away, you could be costing yourself a great deal of money in lost tax savings.

We are twins and our passion for accounting and business started in high school and continued into college.

We decided to get into this industry because of  our desire to help people manage their finances or taxes for the  betterment of themselves and their families. 

We attained our experience by working at a national franchise for a number of years.

Working with our customers,to maximize their refund and to find all deductions in the legal way as possible is our number one priority.

Our most common type of jobs we receive is for tax preparation services which will involve either previous years or amending tax returns already filed. We also have worked with clients who have had backtaxes and were not able to pay the IRS.  We have also worked with clients who were having tax issues with the IRS.

1) Individuals (single, married, separated, head of household) Tax Planning, & Tax Resolution 

 2) Small to Medium sized businesses (we typically offer bookkeeping, payroll, and tax preparation services )

We have worked with many customers all with their on unique situations . Some clients we have worked with are, Start-Ups , Sole Proprietors, Construction Trades, Architecture Firms , & more .

In addition, we help small businesses owners by paying the least amount of taxes as legally as possible. 

Most taxes can be done in person or remotely. Specializing in current and prior year tax returns , extensions, and amendments.

We also have many clients that where we handle all of their monthly bookkeeping and accounting needs so they can focus on running their company.

Look for someone who is not only experienced but credible, and someone who generally cares about you. Although we are not a CPA, we have a lot of experience. Remember not everybody has all the answers in their head. There are over 1,000 pages in the U.S. Tax Code so often times, research is necessary. So someone that takes their time can be a good thing. Choose someone who will be accurate and is ethical. 

Make sure that your tax professional is a certified e-file provider. We have a passion for providing the most enjoyable and comfortable experience for our clients from start to finish. 

We look forward to showing you how we can make this the best tax and accounting experience you have ever had.

What are the important documents do I need to ? Make sure you aren't missing any. What records or logs do I need to substantiate a deduction? How much time will the work project take reasonably so that it's done accurately? What steps does the professional take so that my personal information is protected?