Filing Options

Schedule a time to sit with a pro to go over all your details and have your questions answered 


Short on time? No worries! Click below to begin secure drop-off  

 

Locate one of our offices so you can

File With a PRO!

Tax Preparation

Nothing motivates us more than knowing we have given our clients the peace of mind without the hassles of tax season. 

INDIVIDUALS

 

It's so easy to overlook those deductions and credits you may qualify to receive... Don't tackle your 1040 alone. Let us do it for you.


All you're required to do:

  1. A copy of last year's Federal and State tax returns
  2. All statements of income (W-2s, Interest Statment, 1099, etc)
  3. Amounts of mortgage interest and points paid (Form 1098)
  4. Records of child care expenses including amounts and payee
  5. Amounts of any estimated tax payments
  6. Details of any capital gains transaction
  7. If you own a rental property or small business, records for applicable ownership will be required as well.
  8. List of any job related expenses

  • Moving expenses (if your move was job related)
  • Tools and other equipment such as computers, etc.
  • Safety clothing and uniforms
  • Professional books, journals, dues, union dues
  • Meals
  • Mileage

SMALL BUSINESSES


Accurate small business taxes depend on accurate data. Our tax service professionals will help you organize your expenses, and all other necessary documentations to alleviate the stress and time consumption of accurate tax preparation for your small business.


Document Requirements:

  1. Copy of last year's Federal and State tax returns
  2. Articles of Incorporation
  3. Copy of current period balance sheet, income statement, trial balance and general ledger
  4. Prior year financial statements
  5. Schedule of owner fringe benefits received
  6. Schedule of loans to/from owners including loan agreements
  7. Details of any related party transactions
  8. Copies of all payroll forms and 1099 forms for the year
  9. Vehicle information and use including vehicle leases
  10. Information on any employee benefit plans including retirement plans
  11. Details of meals and entertainment expense
  12. Any Internal Revenue Service and Department of Revenue correspondence received during the year
  13. List of any activities in other states
  14. Details of fixed assets and depreciation schedules
  15. List of all business owners including:

  • Name
  • Address
  • Social Security Numbers
  • Percentage (%) of ownership
  • Date ownership acquired and detail of distributions 


Check Your Return Status

FEDERAL

Select the form used to file your most recent return(s).


Form 1040

Please have your social security number, exact refund amount and filing status in order to get accurate reporting.



Form 1040x

This form is used to make changes to your previously filed  tax return

---------------------------------


DID YOU CHOOSE THE PAY MY REFUND OPTION?

If you paid for your tax preparation fee through your tax return and you are looking for your refund check here

STATE

Select your state from the list to find your refund status

Filing Options

Schedule a time to sit with a pro to go over all your details and have your questions answered

Short on time? No worries! Click below to begin secure drop-off 

Locate one of our offices so you can

File With a PRO!