All tax returns are first prepared by Lori Boucher or Jody Kirk. Items of concern are discussed with Sue Jarvis as the return is being prepared. However, every tax return in the office is reviewed in its entirety by Sue Jarvis prior to presentation to the client. Tax interviews are conducted with Sue personally and tax planning is prepared by Sue Jarvis with input from the staff.
Yes, we service numerous non-profits in the area as well as private foundations. Tax preparation, planning, and financial statement services are available to all non-profits.