GET MORE THAN A TAX RETURN.
Every year you spend hours gathering all your tax information, meeting with a tax preparer and having your return prepared but you're
no closer to realizing any of your financial dreams.
Cornerstone Financial uses those hours to your advantage by recognizing that your tax return is a valuable tool that can:
- Enable you to keep more of what you earn
- Ensure that your investment and lifestyle events have the least possible effect on your taxes
- Show you how to take advantage of credits and deductions unknown to most people
With offices in New York and Washington, DC, Cornerstone Financial serves clients in NY, NJ, CT, DC and ALL 50 states via phone, email, fax and US Mail. Your Cornerstone advisor is available for in-home and in-business appointments, AT NO ADDITIONAL FEE*.
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Starting in 2009, Cornerstone Financial has partnered with Refunds-To-Go to offer
AN AFFORDABLE BUSINESS OPPORTUNITY to tax professionals in Metropolitan D.C. and in Maryland's
Anne Arundel, Howard, Montgomery and Prince George's counties. For one low annual price, you can have a
TURN-KEY OFFICE WORKSPACE available year-round without all the headaches associated with
renting or owning. Check out the Refunds-To-Go page for more information.
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If you're new to the country, Welcome! Our tax system can be confusing at first but that's where your Cornerstone advisor comes in. As an IRS-registered Certified Acceptance Agent, you can obtain all the help you need to obtain your ITIN all at one time. Unlike other places that only help you prepare the documents, Cornerstone can certify your documents and help speed up the process.
NOTARY SERVICES
Drop by our offices for your notary needs or, if time is short, use our Mobile Notary Service.
* Free in-home or in-business appointments are available within a 20-mile radius of the offices. A nominal fee applies outside these areas.
