As a family practice, EQUIS is dedicated to providing a high level of service and personal attention to every client, year-round.  Our tax accountants are thorough and

detail-oriented, committed to maximizing tax reporting accuracy while minimizing tax liability for our clients.  These company philosophies are embodied in our tax preparation process:

EQUIS Tax Preparation Process

   1.  Simple, one-page Tax Organizers updated every year to reflect new tax laws, and sent to clients every January to help them easily compile their tax information before their meeting with EQUIS;

   2.  Personal interview with each client to review their current tax information for compliance with tax law changes enacted by Congress, and to explore all potential areas of tax savings;

   3.  Comparison of client’s current-year tax information with prior-year tax returns to identify any potential areas of missing tax information for current-year reporting;

   4.  Detailed Q&A process with client via telephone and email to compile all missing tax information, and to ensure accurate and consistent tax reporting;

   5.  Personal delivery meeting with each client to review and deliver client’s tax returns, and to address client’s tax questions prior to filing.

The EQUIS tax preparation process normally takes 2 to 3 weeks from start to completion, and is specifically designed for the benefit of the client.  Missing tax information may delay completion, and some steps may be modified for certain clients, such as those clients residing outside of New England.