Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional. Why would you go anywhere else when our fees are often lower that the impersonal franchise?

What's Next?

1. Gathering and Preparing Your Informaiton is the first step. If you want guidance below is a short list of things to bring for your tax appointment.

a. Social Security Cards - for each person on the return

b. Driver's License or State ID

c. Wage Statements - Form W-2, 1099- Misc

d. Last Year's Federal and State Tax Returns- new clients only

2. Please review the rest of this list to see if anything applies to your tax situation. Remember this is only a partial list and other items may be requested to complete your return

a. Interest and Dividend Income

b. Unemployment Income

c. Social Security Income

d. Itemized Deductions if they exceed $5,800 if single, $8,500 if Head of Household, and $11,600 for married filers.

1. Mortgage or Home Equity Loan Interest Paid

2. Real Estate and Personal Property Taxes Paid

3. Medical, Eye Care, and Dental Expenses

4. Cash and Noncash Charitable Donations

5. State Income Tax Refund Amount

6. Self-Employed Business Income & Expenses

7. Alimony Paid or Received

8. Lottery or Gambling Losses

9. Child Care Expenses and Provider Information

3. Contact the office for an appointment at 405.376.6655; although we do welcome walk-ins for our drop off service.

 Here's what you get...

  • Your tax return both your Federal and State Returns will be electronically filed so you will get a refund back quicker.
  • 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.

Ways to Get Your Refund

Click here to see ways you can get your refund.

Books a Mess? No Problem!
If you own a small business and haven't kept up your bookkeeping, don't worry. I can help you. I will prepare your bookkeeping for the year, prepare a full Schedule C or forms needed as well as your personal income tax return. Then we will help you set up an easy system that allows you to keep your books in tip-top shape next year.

If you'd like to receive more information about our Tax Preparation Service, please complete this form.

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