Woodstock, GA Accounting Firm | Tax Preparation Page

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.

Here's what you get...

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.

Your tax return can be filed electronically so you will get a refund back quicker.

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.

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.

CPA - Individual and Business Tax Preparation

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What Will We Need to Prepare Your Tax Return?

Save time by getting organized before sending us your tax return information. Use our checklist to help determine what info you'll need. You can even print it and check the boxes as you receive or gather the info.

You	Spouse	Dependents	Basic Info
			Name, SSN or ITIN, and date of birth
			Last Year's Return - hard copy or PDF file (TaxACT can import basic info from PDF's of returns prepared by select software solutions)
			Estimated Taxes Paid

You	Spouse	Dependents	Documents Received
			Form W-2s - wage and tax statements
			Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E)
			Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S) and unemployment compensation (1099-G)
			Form 2439s - notice to shareholder of undistributed long-term capital gains
			Schedule K-1s - partnership, S Corporation and trust income

You	Spouse	Dependents	Personal Records
			Child and Dependent Care Expenses
			Education Expenses
			Medical Expenses
			Vehicle (Personal Property) Taxes Paid
			Real Estate Taxes
			Mortgage Interest Paid
			Charitable Contributions
			Business or Employee Expenses
			Gambling Expenses
			Investment Transactions
			Retirement Contributions
			Foreign Earned Income and Foreign Taxes Paid
			Moving Expenses
			Energy Efficiency Property Expenses
			Household Employee Expenses
			Alimony Expenses and/or Income
			Expenses for miscellaneous itemized deductions

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