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Bookkeeping - QuickBooks - Tax Return Preparation - IRS Problem Resolution |
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We offer reasonable prices for individual and business tax returns. Our pricing is based on the forms used to prepare your tax return, so you are only charged for the forms you need. As a client you will receive a free personalized tax-organizer for the upcoming tax season to help you organize your tax information and ensure you have all the documents you need. What to Bring to Your Appointment
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Income InformationW-2’s for wages or gamblingInterest Income information (Interest from banks, credit unions, investments)Dividend Income information –Statement from broker or 1099 DIV Social Security Statement for Social Security Income received Retirement Pay Information (1099R) |
Expense InformationInterest Paid on House during tax year Real Estate Taxes Paid on house during tax year Contribution to charities during tax year Any business related expenses |
Other InformationSocial Security Numbers and Dates of Birth of Children Settlement Statement (Closing Papers) on any Real Estate Sold, Bought or Refinanced during tax year Any other information which may appear to be necessary or which you have questions about. |