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.