CLIENT STORY // 01
CLIENT STORY // 02
Income Tax Preparation Services
Whether you are an individual taxpayer, own a small business, or have more complex tax needs, we have the experience necessary to handle the job. We us the latest in tax software for the most efficient processing of your tax preparation.
Electronic Filing
The benefits of e-filing your return include:
Accurate and secure transmission of your tax information to the taxing authorities.
Proof of filing. An acknowledgement is issued when
your return is received and accepted.
Faster processing of your refunds.
Drop-off Service
You can drop-off your taxes anytime and once they are prepared
we will contact you for pick-up
Minimum Fee Schedule for Income Tax Services
What to bring – Tax Return Checklist
Here is a handy checklist of the most frequent items you may
need to prepare your tax return:
• W-2s (Wage statement) from all your employers
• 1099-INT (interest Statements) from all your banks and mutual funds
• 1099-DIV (dividend statements) from your stockbroker or mutual fund
• 1099-R (distributions from a pension or IRA)
• 1099-G (Government payments) if you got a state tax refund last year
• 1099-NEC if you had any miscellaneous income from prizes, awards, etc.
• Charitable receipts or canceled checks from your church or charity
If you own a house
• 1099 Mortgage interest statement
• Property taxes paid (bill from the county or your canceled check).
If you had your own business
Note: All Returns Include Free Electronic Filing
Individual Returns
• Schedule 1040 - Students
• Schedule 1040 – Basic (Standard Deduction)
• Schedule 1040 – Including Schedules A & B
• Form 4506 - Request for Copy of Tax Return
Unfiled Prior Tax Returns
• Schedule 1040
• Schedule 1040 – Basic (Standard Deduction)
• Schedule 1040 – Including Schedules A & B
Amended Return
• Schedule 1040 Students
• Schedule 1040 – Basic (Standard Deduction)
• Schedule 1040 – Including Schedules A & B
• Any 1099-MISC or 1099-NEC forms you received for your services as an Independent Contractor
• A list of commissions, payments or sources of income
• Lists of expenses, supplies, telephone, travel, meals, equipment and advertisement
If applicable:
• Investment, tax return, and safe deposit box receipts
• Child care receipts
• Unreimbursed employee expenses
• Medical receipts if you had major medical expenses
• Statements on college tuition paid or interest paid on student loans
I know it seems like a lot of papers, but keeping good records is the key to lower taxes!
