TAX PREPARATION

Our service, led by Andrew Kool, ensures accurate and timely tax filing, whether you're an individual or a small business owner. Trust Andrew and our team to handle the complexities while you focus on what matters most.

We provide customized tax preparation solutions that fit the needs of individuals, families, and small business owners. Led by Andrew Kool, our experienced team begins with a thorough consultation to gather all necessary financial information. We then carefully review documents, find deductions, and ensure tax law compliance, keeping you in the loop and answering any questions along the way.

Andrew double-checks every return for accuracy before filing electronically. In addition to tax preparation, we offer planning services to cut future tax bills. Count on Andrew Kool Tax Prep Services for precise and quick tax help so you can focus on what's important.

What We Offer

Who We Support

Individual Clients

We provide tailored tax preparation services for individuals, including employees, retirees, freelancers, and investors. Our services include ensuring accurate income reporting, identifying applicable deductions and credits, and maximizing tax refunds or minimizing tax liabilities.

We cater to the unique needs of families, including couples, parents, and dependents. Our services for family clients may involve comprehensive tax planning to optimize tax benefits related to marriage, children, education expenses, and homeownership, among other things.

Family Clients

Small Businesses and Rental Properties

We provide tailored tax support for small businesses and rental property owners. Whether you're a freelancer, small business owner, or manage rental properties, we streamline tax preparation by accurately reporting income and expenses, optimizing deductions, and offering tailored tax planning guidance. You can focus on growing your ventures and achieving your financial goals.

How Tax Preparation Can Help You

Personalized Approach

Our personalized approach ensures your tax preparation is tailored to your needs.

Expertise and Accuracy

With our experienced team, you can expect expertise and accuracy in every aspect of your tax filing.

Peace of Mind

Experience the peace of mind that comes with experts handling all the complexities of your taxes.

TRUSTED BY

Contact Us to Learn More About Tax Preparation

Find out how our tax preparation services can help you get more money back. Schedule a free consultation today to start saving more.

What Our Clients Are Saying

  • "Stephen Roos and his Team have been our trusted financial partners since 2007. More recently we have been in the most capable hands of Ashley Cyr. She is extremely professional, knowledgeable and provides us with well thought out recommendations and helpful guidance. But no team is complete without outstanding support - thank you Erika! We would not hesitate for a moment to recommend this team."

    -Marilyn

  • “Working with the entire Stephen Roos Team has always been an absolute pleasure. I have been a client for several years, and the service has been consistently superior. I deal primarily with Ashley Cyr, and she truly excels at what she does. The financial knowledge and guidance is also always delivered in the most professional and friendly way possible. Would certainly recommend this entire team.”

    -C.K.