Our fees are based on the complexity of your tax return, the amount of additional research required, conference hours, and the number of documents we need to review. We do not charge based on the size of your refund; instead, our fees reflect the amount of work we perform on your behalf.

Our professionals have over 60 years of experience.

We currently assist with individual returns and the following forms and schedules:

Forms:

1040, U.S. Individual Income Tax Return

1040-SR, U.S. Tax Return for Seniors

1040-EZ, Income Tax Return for Single and Joint Filers with No Dependents

1040-SS, U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)

1040-X, Amended U.S. Individual Income Tax Return

1040-V, Payment Voucher

Schedules:

Schedule 1 (Form 1040), Additional Income and Adjustments to Income

Schedule 2 (Form 1040), Additional Taxes

Schedule 3 (Form 1040), Additional Credits and Payments

Schedule A (Form 1040), Itemized Deductions

Schedule B (Form 1040), Interest and Ordinary Dividends

Schedule C (Form 1040), Profit or Loss from Business

Schedule D (Form 1040), Capital Gains and Losses

Schedule E (Form 1040), Supplemental Income and Loss (Also used for rental income and expenses) If your rental expenses exceed rental income, your loss may be limited by passive activity loss rules and at-risk rules. See Form 8582 and Form 6198.For rental properties with personal use, such as vacation homes, see Publication 527 for more details.

Schedule F (Form 1040), Profit or Loss from Farming

Schedule H (Form 1040), Household Employment Taxes

Schedule J, Income Averaging for Farmers and Fishermen

Schedule K-1 (Form 1040), Beneficiary's Share of the Estate's or Trust's Income, Credits, Deductions, etc.

Schedule R (Form 1040), Credit for the Elderly or the Disabled

Schedule SE (Form 1040), Self-Employment Tax

Form 8812, Credits for Qualifying Children and Other Dependents

Form EIC, Earned Income Credit

Please provide all year-end tax-related documents you receive. Here are some common forms:

Form W-2, Wage and Tax Statement

Form 1099 (various types including 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-MISC, 1099-NEC, 1099-R)

Form 1098-E, Student Loan Interest Statement

Form 1098-T, Tuition Statement

Form 1098, Mortgage Interest Statement

Schedule K-1

We will need the following:

Identification information for you, your spouse, and dependents (Social Security or ITINs, dates of birth)

Supporting documents for the Child Tax Credit and Credit for Other Dependents

Proof of residency and relationship to dependents

Proof of support, especially for dependents who are disabled or students

A copy of your most recent tax return

Income statements and tax forms (W-2s, 1099s, etc.)

Proof of expenses if itemizing deductions

Social Security numbers of everyone listed on the return

Bank account and routing numbers for direct deposit

Records of virtual currency transactions

Letters 6419 and 6475 for child tax credit and economic impact payment reconciliation

We are open year-round, January to December. However, from May - December you will need to email us and if a call is needed, we will follow up with you. We are closed on Sundays and national holidays.

We assist with:

Supplemental group benefits

Referrals to financial advisors for tax management, investment management, retirement strategies, college funds, trust fund referrals, estate conservation, and insurance products

Business setup (designating board members, state by-laws, operating agreements, corporate minutes, TIN/EIN registration, state incorporation, SAM.gov registration, SBA profile, Grants.gov registration)

Payroll system setup via QuickBooks (self-service with initial setup assistance)

Yes, inform us of any correspondents received as soon as you receive them. We will do our best to explain any credits and deductions on your return to you and provide audit protection for federal audits. For state audits, we will provide documentation provided to us by you and relevant excerpts from the IRS to assist with these audits.

Yes, we will provide a digital copy of your completed tax return and any original documents you provided. We retain digital copies of documents for up to three years.