Each of our clients has a unique tax situation, thus our services are specifically tailored on a case by case basis. Our team of experienced tax professionals take pride in ensuring that your tax returns are filed accurately and on time. We stay up-to-date on the latest tax laws and regulations to ensure that you are taking advantage of all available credits and deductions. To get started, take advantage of our 'EZ Tax Questionaire' below so that we may better understand your situation.
Among the most important things a tax preparer will need to file your tax return are the full names and Social Security numbers, or tax identification numbers, of you, your spouse, and your dependents.
The easiest way to ensure all spellings and numbers will be correct on your tax return is to provide:
Even though your employer should report your income directly to the IRS, your tax preparer will also need the information on your W-2 form(s) to complete your tax forms.
Other income statements your tax preparer will need to file your return include your:
If you're self-employed or you receive income from other sources, you'll need to report that information on your tax return. If you've received any of the following IRS forms in the mail, share them with your tax preparer.
Tax deductions can reduce your taxable income and, ultimately, your tax bill. Here are some forms you'll need to document your major deductions:
If you'd like to deduct expenses from your personal or business income taxes, share your receipts for those expenses with your tax preparer. Tax-deductible personal expenses include:
It's also a good idea to have a copy of your latest tax return on hand. Your tax return will serve not only as a roadmap to your typical income and deductions, but also point out any major changes that may have occurred in the last year and any possible discrepancies between your returns.
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