Two things are certain-income taxes and death. We only deal with the first of these two!

Individual returns-comprise the bulk of our tax client base. We electronically file all returns that qualify at no additional cost. Our fees are very reasonable and for that reason we do not quote preparation fees over the phone. Potential clients need to know who we are personally. Therefore we want you to meet with us at our office, bring prior year tax returns at which time we can give an accurate estimate of the preparation fee along with the information needed to prepare the return.

We like to perform a cursory review of the prior year returns at no charge and identify certain information that would be needed for the current year. We have experience in all aspects of personal returns including sole proprietors (schedule C) and rentals (schedule E). In addition, we do not allow grass to grow under our returns-turn around can be as little as one day when all necessary information is delivered. A 10% first year only discount is offered from our normal fees. Preparation fees are not based on time spent, but on return schedules.

What to Bring...

Taxpayer information

• Last year's taxes (for new clients)

• Social Security Numbers (including spouse and children) - please bring cards

• Driver's license (including spouse)

• Birth dates (including spouse and children)

• Date of death (if return is for a decedent,please have death certificate)

Income

• Form W-2

• Form 1099-INT & 1099-OID (interest from savings accounts, etc.)

• Form 1099-DIV (dividends earned)

• Form 1099-B (Capital Gains and Losses)

• Income from businesses

• Form 1099-R (distributions from pensions and annuities)

• Social Security benefits statements

• Form 1099-MISC (misc. income)

• Form 1099-G (state and local income tax refunds & unemployment)

• Form 1099-S (Sale of Home, and/or purchase of home contracts)

• Alimony received

• Scholarships and fellowships

• Gambling, lottery winnings, prizes, and awards

• Jury duty pay

• Tips not reported on W-2

• Any other income documents

Adjustments

• Educator Expenses

• Contributions to IRA

• Student loan interest

• Tuition and Fees

• Work related moving expenses

• Self-employed health insurance premiums

• Self-employed SEP, SIMPLE and qualified plans

• Unreimbursed medical expenses (including insurance premiums paid by you)

• Medical miles driven

• Real estate taxes paid

• Personal property taxes paid

• Form 1098 - Home mortgage interest statement plus points

• Gifts to charity (cash or check), receipts required

• Charitable miles driven

• Non-cash Gifts to charity (attach detailed list)

• Unreimbursed employee expenses (includes  union dues)

• Tax return preparation expenses and fees

• Investment expenses

• Any other deductions

• Child care expenses

• Education credits

• Adoption expenses

• Self employment tax

• Statements for early distributions of retirement plans

• Advanced Earned Income Credit

• Household employment taxes

• Additional tax payments

• Estimated tax payments (including refunds applied from previous year)

• Earned Income Credit

• Amount paid with request for extension