Tax Preparation

Tax Preparation

All tax returns are prepared by licensed professionals. We offer tax preparation services for Individuals, Sole Proprietors, Corporations, Non-profits, Trusts and Estates. All tax returns that are eligible for electronic filing will be submitted to all agencies that accept electronic filing. Any refunds are eligible for direct deposit if requested. There is no additional fee for electronic filing or direct deposit. We are also able to help taxpayers with any correspondence that is received from any taxing agency. We can assist in resolving any matters that may need addressed. Any tax that may need paid is the responsibility of the taxpayer.

2020 Tax Season Checklist

2020 Tax Season Checklist

List of items you will need to have ready for us to properly prepare your taxes this year.

  1. Everyone must fill out and return a 2020 questionnaire:
    2020 Tax Questionnaire.xlsx
  2. If you file as head of household, please fill out and return this additional questionnaire:
    2020 Head of Household Questionnaire.xlsx
  3. If you have children, please fill out and return this additional questionnaire:
    2020 Earned Income Credit and Child Tax Credit Questionnaire.xlsx
  4. If you received a Notice 1444 please provide it to us. Notice 1444 is a special IRS notice to inform you that the IRS issued your stimulus payment.
  5. Please make sure to provide us with a voided check for direct deposit. You can provide a routing and account number or you can use our secure upload to send a picture of a check.
  6. Everyone must provide a photo ID. If you wish to electronically submit your documents, you can take a picture and use our secure document submission.
  7. All W2s, 1099s and important tax documents mailed to you.
  8. We ask that you are patient and understanding this year. Due to all of the new tax regulations and reporting requirements preparation time may take longer than usual. Also due to this extra reporting you may see an increase in our bill.

If you have the ability to upload your tax documents you can use our new online secure document submission portal. Also if you have filled out the questionnaire and other required documents you can just drop your information off at the office without contact by leaving your documents in the drop area. Please be certain to provide me with a contact number and or email.

Continue to Secure Upload