OUR SERVICES
Please schedule an appointment under the appointment tab, prices vary on documentation.
Tax Preparation for Adults
We require employer documentation for filing. If claiming dependents, information regarding the dependents are required, Address, Birthday, Name, Social security number.
The following are examples of what is required for adults.
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W2’s and any other employment form.
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1098t (if claiming a student)
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1095 a, b, or c (Employee provided health care)
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Receipts of purchases that were taxed over $500
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ID/Drivers License
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Dependent information as listed above
Tax Preparation for Students
If you are currently a part time or full time student we require a 1098t form, if you were enrolled in school the previous tax year Documentation from your prior tax year returns will be required also, if you do not have access to the paperwork you can request a tax transcript form from the IRS website. Please mention this information upon requesting an appointment.
The following are examples of what is required for students:
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W2’s (if you have multiple all are required)
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1098t
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School related expenses (receipts or documents relating to the expenses)
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Proof of health insurance (unless you have employee provided coverage or are under your parents health coverage)
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1095 a, b, or c.
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Your 2017 tax paperwork (1040, 1040 ez, etc)
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If you are being claimed as a dependent or are claiming someone mention that in your filing request.
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Picture of your ID/License
Self-Employment filing
For those who are self employed and want assistance filing, contact us for more information. We offer affordable 1099 preparation.
Contact us
For any questions or concerns, under the appointment tab write us an email.