Other documents may be necessary, but this is the basic place to start
There are many expense that one can still write off including medical and donations, but you need a substantial amount for it to be advantageous to itemize. Because of the high standard deduction most people are better off using the standard deduction instead of itemizing. Look at the standard deduction for your filing status and your deductions to get an idea, if you still are not sure just ask!
We have no hidden fees! The only forms we charge more for are Schedule E (Rental Properties), Schedule C (Small Business), and any additional State returns. All fees are outlines in our services tab
See 2025 Tax Season tab for up to date information about dropping off.
After you drop off your documents or have your tax prep appointment you will leave your papers for the tax preparer to work on. Within two weeks you will get a call to pick up your documents. Stop at upstairs reception to pick up your tax return, sign for efiling and pay then. Cash, card or check may be used. We cannot take fee out of your refund.
Both of you do not have to be at the tax preparation appointment. At pickup we do need BOTH spouses signatures on the efile authorization form. If both of you cannot make it in together, this form can be brought home for signature and brought back or emailed back.