Personal Tax Returns
We offer professional Personal Tax Return preparation of Federal, State, Multi-state, and Local/City tax returns at competitive, affordable rates. Personal Tax Return fees begin at $100 and goes up to $500 depending on the forms/complexity of the tax return. We prefer to e-file all tax return, that too Free of Charge. First time clients bring copy of your last year tax return.
Please download the tax preparation checklist by clicking the below link, complete it and send us with your W-2, 1099's and other tax documents
List of documents generally required for tax preparation
- Social Security card(s) & Driver's License(s) for tax payers.
- Dependants' Social Security numbers and dates of birth
- Wage statements W-2s
- Last year's Federal and State tax return
- Self-employment business income and expenses/1099-MISC/1099K Commissions received/paid
- Mortgage or home equity loan interest paid/1098
- Pension, retirement income/1099-R
- Unemployment income/1099-G
- Statements on the sales of stocks or bonds/1099-B
- Interest and dividend income/1099-INT/1099-DIV
- State refund amount/1099-G
- Real estate and personal property taxes
- State or local taxes paid Sales tax paid
- Cash and non-cash charitable donations
- Tuition and Education Fees/1098-T
- Student loan interest/1098-E
- Moving expenses
- Child care expenses and provider information
- Receipt(s) for qualified energy efficient home improvements
- IRA contributions
- Income and expenses from rentals
- Canceled Debt Amount/1099-C
- Social Security income/SSA-1099
- Lottery or gambling winnings/losses
- Alimony paid or received
- Record of purchase or sale of residence that happened in 2012
- Medical and dental expenses
- Estimated taxes or foreign taxes paid
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Educator expenses
- Casualty or theft losses