our Services
NAVIGATING TAXES MADE SIMPLE, FAST, AND ACCURATE
Tax Preparation
Our tax preparation service ensures accuracy and efficiency. Trust us to navigate the complexities of the tax code on your behalf.
Tax Planning
Looking to minimize your tax liability? Our tax planning service helps you strategize for the future. We identify opportunities for deductions and credits, ensuring you keep more of your hard-earned money.
How It Works
Consultation
Schedule a consultation to discuss your tax needs and goals with our experts.
Preparation
Our team will gather necessary information and prepare your taxes efficiently.
Review
We conduct a thorough review to ensure accuracy and optimize your returns.
Filing
Sit back and relax as we file your taxes on time, taking care of all the necessary paperwork.
"Cross & Stratton is not just a tax service; they are true partners in our financial journey. Their professionalism, expertise, and client-focused approach make them our go-to choice for all our tax and financial needs.”
Travon L. | Client
What You Need for Seamless Tax Services
Essential Documentation
Ensure a smooth tax preparation process by gathering essential documentation, including W-2 forms, 1099s, and receipts. Having these crucial records in order will help our experts maximize your returns and navigate the complexities of the tax code efficiently.
Required Items
- All W-2s and 1099 Forms
- Driver's License or State Identification
- Social Security Number
- Bank Account Information
- Email Address and Phone Number
Additional Items
- Spousal Information
- Student Loan Interest
- Child Care Bills or Statements
- Mortgage Interest/Real Estate Tax Payments
- Medical Bills
- Charitable Contributions
