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We are a virtual tax preparation service but we're always here when you need us. If you have any questions at any time contact us by call, text, email or video chat.
Get personalized and accurate tax prep without leaving your home or office.
We do all the work and keep you updated throughout the process. All you have to do review, approve & sign.
Choose this service if you meet the criteria below.
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Federal Return
State Return (If required)
Dependents
Earned Income
Own a Home
Investments Income
State Return (If Required)
Own a Business
Charitable Donations
Foreign Income
TAX PREP CHECKLIST
Identification card
Social security numbers (yourself & dependents)
Copy of last year's tax return
Tax ID
Insurance premiums and/or expenses business income and expenses list of assets and equipment
W-4 employee
1099s Contractor Receipts
Interest on mortgage, equity or student loans paid real estate taxes insurance premiums
Energy efficient upgrade receipts
Purchase/sale records (home, rental property, etc.)
Rental income
Mileage log (business related expense)
Receipts: for rental upgrades, repairs, upgrades, etc.
medical/dental expenses health insurance payments
IRA and HSA contributions
Vehicle purchase sales tax
Childcare expenses
Job search expenses
Moving expenses
Amount paid for last year's tax prep
Educational expenses (loan interest/supplies/tuition)
Charitable contribution receipts
Volunteer expense deductions
Record of estimated tax payments
IRA/401K contributions
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