Individual Taxes

TAX APPOINTMENT: Before your tax appointment, download the Personal Income Tax Questionnaire Letter & Attachments and complete the Personal Income Tax Questionnaire.  During your appointment, our professionals will ask you various questions to determine your appropriate taxable income and whether you are eligible for deductions and tax credits.

Here’s what you get…

  1. 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.
  2. Your tax return will be filed electronically so you will get a refund back quicker.
  3. 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.
  4. 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.

 

DEADLINE: Your 1040 tax return is due by April 15th; however, if you file an extension, it is due by October 15th. It is very important that your tax return is submitted on time since the IRS imposes a 5% late filing penalty (on the tax due) for each month (up to 5 months) that you are late.

 

 

 

PERSONAL QUESTIONNAIRE LETTER & ENCLOSURES
PERSONAL TAX QUESTIONNAIRE

 

 

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