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Get Started on Filing Your Taxes

Our tax experts are here to assist you in filing your income tax returns. We have the expertise to file for both individuals and businesses. We offer flexible tax filing options. You're welcome to start with one option and end with another.

Select a Filing Option 

A business meeting

Come See Us

Schedule an appointment with a tax specialist to prepare your return at our office.

Senior Woman Driving

Drop off & Go

Schedule a brief meeting to drop off your paperwork. 

Working from Home

File Remotely

File your tax return anywhere on your laptop, phone or other devices.

  • What can you expect when filing in the office?
    Gather your documents. Gather your tax forms or financial statements. We recommend checking out our tax checklist for those getting taxes done. If you need accounting services or business support, call us and we can work together to determine what additional documents are needed. At L & M Tax Plus, we value thoroughness and accuracy and strive to provide tailored solutions to meet your unique needs. Schedule an appointment to discuss your tax or accounting matters. Scheduling an appointment with one of our experienced tax consultants at L & M Tax Plus is easy. Simply email us or give us a call to book an appointment. Come in the office. our experienced tax consultants will work with you to uncover your deductions. Our dedicated tax consultants will thoroughly review your documents and answer any questions you may have throughout the process. Then they will prepare your tax return. Finalize the return. You will receive an overview of your tax return. If any changes are necessary, you will have the opportunity to request them at this time. Once you are satisfied with the return, you will approve and pay for it. Finally, you will sign your tax return. Keep a record of your tax return or business documents. Detailed instructions are given to tax filers on what to do after filing. Details like how to check the refund status or pay taxes are included in the instructions.
  • What are the steps when filing remote?
    Gather your documents. Use our tax checklist to help you gather your documents. Schedule an appointment. To schedule a consultation with L & M Tax Plus, you can either email or call us. We will schedule a time for a brief discussion to learn more about your specific needs. Share your documents via the portal. We will provide detailed instructions on how to share your tax documents. Connect with your consultant through video conference or phone call. After reviewing your documents, your advisor will contact you to answer any questions you may have. The information collected will be used by your advisor to prepare your income tax return(s) or business documents. Discuss and approve. You will receive an overview of your tax return, by email or call. If any changes are necessary, you will have the opportunity to request them at this time. Once you are satisfied with the return, you will approve and pay for it. Finally, you will sign your tax return. Keep a record of your tax return or business documents. Detailed instructions are given to tax filers on what to do after filing. Details like how to check the refund status or pay taxes are included in the instructions.
  • What should you expect when dropping off your documents?
    Gather your documents. Once your appointment is scheduled, gather your tax documents. Check out our tax checklist to help. Drop off your paperwork. Then schedule a short phone interview with your tax consultant to talk about your documents and address any questions you may have. If it's possible, this interview can take place during your time at our office. After the interview process is done, we'll gather the necessary documents from you and begin preparing your tax return. Finalize the return. You will receive an overview of your tax return. If any changes are necessary, you will have the opportunity to request them at this time. Once you are satisfied with the return, you will approve and pay for it. Finally, you will sign your tax return. Keep a record of your tax return or business documents. Detailed instructions are given to tax filers on what to do after filing. Details like how to check the refund status or pay taxes are included in the instructions.

What You Can Expect

Next Steps

1

GATHER YOUR DOCUMENTS

If you have any questions about what to gather, feel free to contact us at 704-817-8038. Refer to the checklist for guidance.​

2

schedule an appointment

Please fill out the form below or give us a call. Thank you for choosing our services!

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