Profile

Our clients love us because we are involved! We are involved in learning about:

You

Relationship Status
Your Health
Church and Charities
Hobbies
Your Immediate Family
Spouse or Partner
Children
Their Health
Special Needs or Diet
Day Care
Student / Dependent
College Financial Aid
Long Term Care Insurance
Innocent Spouse Relief
Death of a Family Member

Your Extended Family

Parental Obligations
Parental Financial Support
Adult Relative

Your Work and Income

Business Ownership
Home Based Business
Business Deductions
Work From Home
Unemployment State Income
COVID-19
Social Security
Your Property and Investments
Bitcoin & Cryptocurrencies
Own or Rent
Mortgage Adjustments / Loan Modification / Foreclosure
Vacation Home /Time Share
Accident Losses/Claims
Property Damage
Interest Income
Retirement Plans
Retirement Distribution
Rentals
Estate Planning

Everyone’s tax situation is different. At Cornerstone Tax Services we get involved to uncover what makes your’s unique.

We are actively involved in our profession:

Active membership in the National Association of Tax Professionals (NATP®) since 2003
Current on federal and state tax codes
Most recent release of ProSeries software
Authorized E-File Provider
Encrypted electronic storage of all documents (paperless office)
CPA on staff

Our clients love us because we prepare tax returns that truly maximize deductions. We provide accurate tax planning. And, we are prepared to respond throughout the year to changing situations with guidance and documentation.