Tax Preparation

We are an authorized E-File Provider.  We work with individuals who need their tax return prepared and e-filed to the IRS.  We will also prepare you business, trust, estate and gift tax returns.   If you have a individual tax refund, we can work with you on various payment options, including tax loans.  

Type of Returns we can prepare for you

• Prepare 1040EZ, 1040A and 1040 returns
• Prepare 1065 (Partnership Returns)
• Prepare 1120S (S Corporation Returns)
• Prepare 1120 (C Corporation Returns)
• Prepare 1041 (Estate and Trust Tax Returns)
• Prepare Form 706 (Estate and Generation Skipping Transfer Tax Return)
• Prepare Form 709 (Gift Tax Return)

What you need to bring to the office to help us prepare your tax return

• Social Security Cards for all persons claimed on your tax return

• Current Driver's License or other State Issued Picture ID

• Dates of Births for all persons claimed on your tax return

• Last Year's Federal and State Tax Returns

• Wage Statements - Form W2

• Pension or Retirement Income - Form 1099-R

• Interest and Dividend Income - Form 1099-INT/Form 1099-DIV

• State Income Tax Refund Amount - Form 1099-G

• Social Security Income - Form SSA-1099

• Unemployment Income - Form 1099-G

• Commission Received/Paid

• Sales of Stocks or Bonds - Form 1099-B (Obtain Costs from Your Broker or Personal Records

• Self-Employed Business/Farm Income - Form 1099-MISC

• Self Employment Expenses

• Business Assets Purchased or Leased (Purchase Price and Date Purchased)

• Prior Years Depreciation Schedule

• Lottery or Gambling Winnings - Form W2-G

• Lottery or Gambling Losses

• Income and Expenses From Rentals

• Income from Partnerships, S Corporations, Trusts and Estates - Schedule K-1

• IRA Contributions

• Alimony Paid or Received

• Child Care Expenses & Provider Information

• Medical, Eye Care and Dental Expenses, Medical Mileage

• Charitable Contributions - Should have Proof of Contribution

• Record of Purchase or Sale of Residence

• Mortgage or Home Equity Loan Interest Paid - Form 1098

• Real Estate and Personal Taxes Paid

• State or Local Sales Taxes Paid

• Unreimbursed Employment-Related Expenses

• Job-Related Educational Expenses

• Educator Expenses

• Tuition and Education Fee - Form 1098-T

• Student Loan Interest - Form 1098-E

• Casualty or Theft Losses

• Estimated Taxes Paid

• Foreign Taxes Paid

• For Truckers or other Occupations - Days away from home overnight

Please contact us for a tax organizer to make your tax filing experience more expedient.

Member of National Society of Tax Professionals