Tax Preparation in 2 simple steps. 

 

1. Get started: Drop-off your documents, consult with a Tax Pro, and leave the rest to us.

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2. Submit Return: Complete return, review return and authorize e-filing.

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Whether you’re a new customer with us filing for the first time or you have been a client for years. We work with you all year long to prepare for the tax season. We work diligently to maximize your refunds for both individual and business returns.  Tax laws are constantly changing year after year. We will prepare all required tax returns at competitive, affordable rates.  Go ahead and prepare these frequently needed documents to get started:

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Last year's tax return

Wage statements (Form W-2)

Miscellaneous Income (Form 1099)

Pension or retirement income (1099-Rs)

Social Security card(s)

Drivers License

Dependents' Social Security numbers and dates of birth

Information on education expenses

Commissions received and/or paid

Sales of stocks and/or bonds

Self-employed business income and expenses

State refund amount

Social Security and/or unemployment income

Income and expenses from rentals

Alimony paid or received

Record of purchase or sale of real estate

Medical and dental expenses

Real estate, sales and exchanges

Personal property taxes

Estimated taxes or foreign taxes paid

Cash and non-cash charitable donations

Mortgage or home equity loan interest paid (1098)

Unreimbursed employment-related expenses

Job-related educational expenses

Childcare expenses