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Tax Preparation

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Tax Services

Bring your records and we'll help you make cents of it all.

Secure Portal and Virtual Meeting. Fillable questionnaire and upload your documents for secure contactless service. Receive your return virtually.

OR

Meet in person.

Every return comes with a 3 year Audit Protection and 1 year Identity Theft Restoration.

What you’ll need:

Personal Information:
• A Social Security or tax ID number for everyone included on your tax return –
• Date of birth for everyone on your return.
• Last year’s taxes, federal, state and local

Income and Investment Information
• Form W-2 Wage and Tax Statement
• Bank or financial institution interest statements
• Last year’s state refund amount
• Other miscellaneous income records
• Any (and all) Form 1099s

Self-Employment and Business Records (where applicable)
• Business income and expense records
• Quarterly estimated tax payment receipts
• Mileage records
• Home office expenses

Deductions:
• Receipts for unreimbursed medical expenses
• Form 1095: Health insurance coverage
• Social Security benefits
• Charitable donation receipts
• Mortgage Interest
• Property tax receipts
• State and local taxes.
• Retirement account contributions.
• Educational expenses.
• Classroom expenses. If you’re a school teacher or other eligible educator
• Estimated Payments made during the year.

CLICK HERE FOR BASIC TAX RETURN FEES

“Great service, my husband and I are thrilled with the service and attention to detail we received. Highly recommend.” Patty B

Contact us for appointment

Or call (717) 379-1135