INDIVIDUAL TAX PREPARATION AND PLANNING
(Forms 1040, 1040A, 1040EZ)

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

We will accommodate your busy schedule and get your income taxes prepared and submitted to IRS in the most efficient way possible:

  • Come see us in person and get your taxes done and filed while you wait;
  • Drop off your documents at our office for convenient pick-up within 24-48 hours;
  • Submit your documentation via fax/email for secure electronic delivery within 24-48 hours.

No matter what option you choose, we will not file with IRS without first discussing an outcome with you and making sure that you are completely satisfied with the results. We help you get the biggest possible refund so you get to keep more of what you earned!

We file your tax return electronically for a secure and timely refund. Plus, our services do not stop when your tax return has been completed, we are here to answer your tax questions all throughout the year. Talk to us and see what we can do for you!

Our services are not limited to traditional tax return preparation. We can help you with:

  • Tax Planning and compliance
  • Multi-state taxation
  • Tax Filing Extensions
  • Adaption Credit and Adaption Taxpayer Identification Number
  • FAFSA Financial Aid Forms

Please use our Tax Preparation Checklist to help you get organized. Please contact us for documentation requirements for special situations.

Tax Preparation Checklist

Step 1: Gather your documents

  • Driver’s License and Social Security Card for all adults in your household.
  • W-2s for each job held for each person in the household, this form reports your name, wages, and other tax information to the IRS.
  • 1099s showing other income (unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, contract work) that is reported to the IRS.
  • 1098s showing payments you’ve made (school loans, property tax).
  • Income/interest statements received for any savings account/investments.
  • Bank account numbers: a voided check or your bank or credit union’s routing number and savings or checking account number for your refund to be deposited automatically into your account through direct deposit.
  • Last year’s tax return (if you have it).

 

Step 2: Collect information for everyone in your household

  • Social Security cards all dependents (including children and elderly relatives for whom you provide care).
  • Date of birth and relationship (son, daughter, mother, etc.).
  • Current address (it may be different from the address on your employment records).

 

Step 3: Gather additional items to get a larger refund

  • Childcare expenses: name, address, Tax ID or Social Security Number of the child care provider.
  • Business expenses and assets: if you’re self-employed or have a small business
  • College: loans and/or scholarships received, and bills for technical/community college or university (Forms 1098-T/
    1098-E).
  • Educator expenses for teaching grades K-12 (school supplies and materials used in the classroom).
  • Charitable donations: list of contributions and amounts, receipts for contributions over $250.
  • Vehicles: vehicle sales tax, personal property tax statement for each car you own, total miles driven for the year and/or total miles driven for business.
  • Homeowners: mortgage interest statement (Form 1098), real estate taxes paid.