If you need Tax Services for yourself or for
your small business, we can help you. In order
to keep the quality of our services the best
possible, we limit our tax services to individuals
and sole proprietors. We do bookkeeping
services for partnerships, corporations, trusts,
and non-profit organizations, but we refer tax
services on to CPAs for those clients.
For a simple return with only W-2s as your
income source, our services start at $39.95 for
paper returns and $44.95 for electronic filing.
From You We Need:
Your name, current address, social security
number and date of birth
Name, social security numberss and date of
birth for all dependents
Dividend, interest, & sale of asset statements
Mortgage interest statements
Sales tax paid on large item purchases
Medical expenses
Charitable contributions
Any other income or deductible expenses
If you own your own business, and it is
organized as a sole proprietorship, then
these items are also needed:
Your business name and EIN#, if you have one
A copy of last years return and depreciation
schedule
All business income
All business expense
Your business miles driven
Make, Model, and purchase date and price for
your vehicle
Square footage of business use of your home,
if no outside office
Purchase date and price of your home
All utility, insurance, and maintenance & repair
expenses