AIM Tax & Mortgage

Who sits at the desk.

AIM Tax & Mortgage is a tax preparation and related services office serving clients in the Grand Rapids, Michigan area.

The office is located at 3738 28th St SE, Grand Rapids, MI 49512, providing an in-person option for taxpayers who prefer to submit documents and discuss their filing needs directly with a preparer. Tax preparation work typically begins with intake and document collection. Clients bring income and tax records, and the preparer reviews the information for completeness and accuracy before preparing the applicable federal and state returns. A final review step is commonly included to help reduce preventable data-entry errors before the return is filed. Depending on the client’s preference and timing, listings like this can also offer streamlined document handling (for example, drop-off arrangements) so that busy taxpayers can coordinate intake more easily. When scheduling, it is important to confirm which return types are supported and what services are included in the appointment. For accurate preparation, clients should also verify the documentation checklist needed for their specific tax situation, including any records tied to deductions, credits, or special income items. Prospective clients can use the published address to confirm office access and ask about appointment or drop-off options during filing season.

The four things worth knowing.

Service delivery & credentials.

In their own words.