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.
2023 Tax Season Checklist
2023 Tax Season Checklist
List of items you will need to have ready for us to properly prepare your taxes this year.
- Everyone must fill out and return a 2023 questionnaire:
2023 Tax Questionnaire.xls - If you file as head of household, please fill out and return this additional questionnaire:
2023 Head of Household Questionnaire.xlsx - If you have children, please fill out and return this additional questionnaire:
2023 Earned Income Credit and Child Tax Credit Questionnaire.xlsx - Please make sure to provide me with a voided check for direct deposit. We can not accept the same as last year response. You can provide routing and acct number or you can take a picture of a check and upload or print and provide to us.
- Everyone must provide a photo ID. If you are uploading your documents you can take a picture and upload to the secure site.
- All w2s, 1099s and important tax documents mailed to you.
- If you have the ability to upload your tax documents you can use our safe and secure portal from our website. If you have any questions using this service please call our office.
- If you made a purchase for your home that qualifies for the “Energy Efficient Home Improvements” credit please confirm your purchase equipment is on this list:
Annual Limits on Energy Efficient Home Improvement Tax Credits.docx