In preparing your individual or family tax return, we will go through several key steps including the following. 

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• Gathering information and documents

• W2 forms

  • 1099 Forms

  • Interest and Dividend Statements

  • Capital Gain information

• Determine your correct filing status

  • Married Filing Jointly, Single, Widow etc.

• Collect deduction documents and receipts

• Determine dependents 

• Find all available tax credits

• Complete all required tax forms

• Check and double check for accuracy

• Determine if a payment schedule is needed

• File the tax return electronically

• Track refund status

• Plan for next year

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