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Yes, we are accepting new clients. Reach out soon to make sure you're on our books.

Barrett Financial Tax and Accounting offers a wide range of tax services, including tax preparation, tax planning, bookkeeping, and accounting.

No, at Barrett Financial, we understand that your time is important. If you prefer, you can electronically submit your documents and communicate via phone or email when needed.

Typically, W-2s, 1099s, prior-year returns, identification, and any relevant income or expense records. We'll provide a checklist before your appointment.