Tax Preparation Services

"It doesn't take a genius to do taxes, but it does take . . . Xcellence

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Personal Income Tax

Instant Returns, 10-Day Returns, Checks
UP to $750 Refund Advances

Business Taxes

Our small business tax services team is here to support you and your businesses' financial success.

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• ​Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
• Your tax return can be filed electronically so you will get a refund back quicker.
• Our staff will show you how to adjust your payroll withholding to get more money back each week. Why give the IRS an interest free loan for up to 16 months.
• We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year's tax liability.

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$35 for each person you refer

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PREPARATION IS KEY.  
​See below for a list of the items you will need:

Information that everyone needs:

• Social security number or tax ID number
• Spouse's full name and social security number or tax ID number
• Amount of any alimony paid and ex-spouse's full name and social security number
• Your tax returns for the previous three years. Your Tax Professional can check them for accuracy

Information About Others Who May Belong on Your Return

• Dates of birth and social security numbers or tax ID numbers
• Child Care records (including the provider's tax ID number) if applicable
• Income of other adults in your home
• Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Education Payments

• Forms 1098-T from educational institutions
• Receipts that itemize qualified educational expenses
• Records of any scholarships or fellowships you received
• Form1098-E if you paid student loan interest

Employee Information

• Forms W-2

Self-Employment Information

• Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
• Records of all expenses — check registers or credit card statements, and receipts
• Business-use asset information (cost, date placed in service, etc.) for depreciation
• Office in home information, if applicable

Business Use of Vehicle Information

• Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
• Amount of parking and tolls paid
• If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

Rental Property Income

• Records of income and expenses
• Rental asset information (cost, date placed in service, etc.) for depreciation

Retirement Income and Contributions

• Pension/IRA/annuity income (1099-R)
• Social security/RRB income (1099-SSA, RRB-1099)
  • Form 5498 showing IRA contributions
  • Traditional IRA basis (i.e. amounts you contributed to the IRA that were already taxed)

Savings and Investments

• Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
• Income from sales of stock or other property (1099-B, 1099-S)
• Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

Other Income

• Unemployment, state tax refund (1099-G)
• Gambling income (W-2G or records showing income, as well as expense records)
• Amount of any alimony received
• Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Other 1099

Affordable Care Act

• Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
• Form 1095-B and/or 1095-C if you had insurance coverage through any other source (i.e. an employer, insurance company, government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
• Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)

Other Deductions and Credits

• Receipts for classroom expenses (for educators in grades K-12)
• Form 5498-SA showing HSA contributions
• All other 5498 series forms (5498-QA, 5498-ESA)
• Record of moving expenses not reimbursed by employer
• Forms 1098 or other mortgage interest statements
• All other 1098 series forms
• Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
• Real estate and personal property tax records
• Invoice showing amount of vehicle sales tax paid
• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts paid for healthcare insurance and to doctors, dentists, hospitals
• Amounts of miles driven for charitable or medical purposes
• Expenses related to your investments
• Amount paid for preparation of last year’s tax return
• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
• Job-hunting expenses
• Receipts for energy-saving home improvements
• Record of estimated tax payments made

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​Additional info for Personal
Other Deductions and Credits

• Receipts for classroom expenses (for educators in grades K-12)
• Form 5498-SA showing HSA contributions
• All other 5498 series forms (5498-QA, 5498-ESA)
• Record of moving expenses not reimbursed by employer
• Forms 1098 or other mortgage interest statements
• All other 1098 series forms
• Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
• Real estate and personal property tax records
• Invoice showing amount of vehicle sales tax paid
• Cash amounts donated to houses of worship, schools, other charitable organizations
• Records of non-cash charitable donations
• Amounts paid for healthcare insurance and to doctors, dentists, hospitals
• Amounts of miles driven for charitable or medical purposes
• Expenses related to your investments
• Amount paid for preparation of last year’s tax return
• Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
• Job-hunting expenses
• Receipts for energy-saving home improvements
• Record of estimated tax payments made

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Additional info for Small Businesses​
Other Deductions and Credits
Income

• Gross receipts from sales or services
• Sales records (for accrual based taxpayers)
• Returns and allowances
• Business checking/savings account interest (1099-INT or statement)
• Other income

Cost of Goods Sold (if applicable)

• Inventory
• Beginning inventory total dollar amount
• Inventory purchases
• Ending inventory total dollar amount
• Items removed for personal purposes
• Materials & Supplies

Expenses

• Advertising
• Phones (landline, fax or cell phones related to business)
• Computer & internet expenses
• Transportation and travel expenses
  • Local transportation
    • Business trip (mileage) log
    • Contemporaneous log or receipts for public transportation, parking, and tolls
  • Travel away from home
    • Airfare or mileage/actual expense if drove
    • Hotel
    • Meals, tips
    • Taxi, tips
    • Internet connection (hotel, Internet café etc.)
    • Other
• Commissions paid to subcontractors
  • File Form 1099-MISC and 1096 as necessary
• Depreciation
  • Cost and first date of business use of assets
  • Records relating to personal use of assets
  • Sales price and disposition date of any assets sold
• Business insurance
  • Casualty loss insurance
  • Errors and omissions
  • Other
• Interest expense
  • Mortgage interest on building owned by business
  • Business loan interest
  • Investment expense and interest
• Professional fees
  • Lawyers, accountants, and consultants
• Office supplies
  • Pens, paper, staples, and other consumables
• Rent expense
  • Office space rent
  • Business-use vehicle lease expense
  • Other
• Office-in-home
  • Square footage of office space
  • Total square footage of home
  • Hours of use, if operating an in home daycare
  • Mortgage interest or rent paid
  • Homeowner's or renters' insurance
  • Utilities
  • Cost of home, separate improvements and first date of business use
• Wages paid to employees
  • Form W-2 and W-3
  • Federal and state payroll returns (Form 940, Form 941, etc.)
    • Employee benefit expenses [This needs to be left-aligned with "Wages paid to employees"]
    • Contractors
    • Form 1099-MISc
    • Form 1096
• Other expenses
  • Repairs, maintenance of office facility, etc
  • Estimated tax payments made
  • Other business related expenses
    • Health insurance [This needs to be left-aligned with "Other expenses"]
    • Premiums paid to cover the sole-proprietor and family
    • Premiums paid on behalf of partners and S corporation shareholders
    • Information on spouse's employer provided insurance