Tax Prep Services
Specializing in REMOTE Tax Preparation Services
Available All Year
Filing Taxes Made Simple
Tax Filing & Prepartion
Easily submit documents and let me prep and file them for you
Minimize Liability & Maximize your Refund
Single W-2
with
no dependents
$200
Single w2
with dependents
(head of household)
$250
Married W-2
with no dependents
$250
Married W-2
with dependents
$300
1099 MISC, 1099 NEC, Schedule C,D, & E business taxes or rental properties and self employment
$350
Schedule K1, SCORP, LLC or Partnership etc.
Price range
$350 to $500
Additional fees up to $25 maybe requested if you have a lot of paperwork to enter regardless of tax filing status.
Prior Years & Catch-Ups
If you need assistance with tax preparation for previous years, catching up on unfiled taxes, or amending your tax returns, we're here to help.
Our typical fee for these services is half of our standard tax preparation price. Please note that in some cases, there may be an additional $18 fee, which you will be responsible for covering.
Additionally, for certain filings, you will need to print, sign, and mail your tax documents to the appropriate tax authorities.
Preferred Methods of Payment
(In Order of Preference)
New Client Checklist
Once all 4 of these steps are complete, I will be able to get started and usually will have your taxes ready within
24-48 hours.
If you have any questions please feel free to reach out to me at
(916)-623-5697
Tax Prep Checklist
Schedule A: For Itemizing
Form 1040
This is the first page of your federal income tax return. If you use tax preparation software, a tax preparation service or a tax accountant – they'll all need you to complete this form. If you're doing your own taxes, your local library may have a Form 1040. But you can also go to the IRS website to print it or fill it out online.
Schedule A is for itemizing your deductions — property taxes, charitable contributions, mortgage interest, state taxes, medical expenses or a myriad of other tax breaks. Its tax-bill-reducing powers make it one of the single most valuable IRS forms in the stack. You can get this IRS form and its instructions on the agency's website.
Schedule B: Reporting Interest & Dividends
This form tallies all the taxable interest and dividends over $1,500 that you received during the year. Note the word "taxable." The lower the total, the lower your tax bill, which is one reason tax-advantaged accounts such as IRAs and 401(k)s can be so valuable — they can help cut your taxable income. You can get this IRS form and its instructions on the agency's website.
Schedule C: For Freelancers or Small Business Owners
If you trade stocks, bonds or other instruments, Schedule D is for you. It’s where you tally your capital gains and losses for the year. If you’re like most investors, some of your investments probably did well, and some probably didn’t. Report both types: Up to $3,000 of your net losses could be deductible ($1,500 for those married and filing separately), and Schedule D is where that mathematical magic happens. You’ll likely need information from other IRS forms called 1099s (see below) to get it done. You can get this IRS form and its instructions on the agency's website.
Schedule D: Capital Gains
W-2
If you work for an employer, you should have already received a W-2, which shows how much you earned last year and how much was deducted for taxes and retirement account contributions.
1098
If you have a mortgage, you’ll get a 1098 form in the mail or your inbox. It shows the interest ($600 or more) you paid on your home loan during the year, and that mortgage interest is generally deductible. Students might get a 1098-T, which reports tuition payments they’ve made, or a 1098-E, which reports the interest they’ve paid on their student loans. Student loan interest and tuition payments may also be deductible. You can get these IRS forms and their instructions on the agency's website.
1098-E
This is a form that records tax-deductible student loan interest payments over $600. (You can deduct up to $2,500 worth of student loan interest under certain conditions.) If you paid less than $600, you may not get a 1098-E, but if you find out how much interest you paid, you can deduct it. If you need the form, your loan servicer should send it to you.
If you trade stocks, bonds or other instruments, Schedule D is for you. It’s where you tally your capital gains and losses for the year. If you’re like most investors, some of your investments probably did well, and some probably didn’t. Report both types: Up to $3,000 of your net losses could be deductible ($1,500 for those married and filing separately), and Schedule D is where that mathematical magic happens. You’ll likely need information from other IRS forms called 1099s (see below) to get it done. You can get this IRS form and its instructions on the agency's website.
1098-T
The 1098-T can be used to help you calculate and claim educational tax credits and deductions. It reports payments received for qualified tuition and related education expenses that you may have paid last year. You’ll also need to include scholarships or grants. If you need to fill this out, your school or child’s school should send this to you.
1099-NEC
Other 1099 Forms
You should have already received this 1099 form if you work as a freelancer or if you did contract work in the previous year.
Other 1099 Forms
If you earned interest from savings or investments, you may receive a 1099-INT form. You could also receive a 1099-DIV, which reports dividends and distributions from investments. If you received a 1099-C, that means you had some debt of $600 or more canceled., The amount forgiven or canceled is generally taxable, but there are exceptions, according to the IRS, such as someone who had debt canceled in a Title 11 bankruptcy case.
The 1099 tax form comes in several flavors, but the big five are the 1099-DIV, 1099-INT, 1099-B, 1099-MISC and 1099-NEC. These IRS forms are all records of income you’ve received from a source other than your employer, and whoever sent you one also sent the IRS a copy, so don’t forget to report it on your return.
In a nutshell, the 1099-DIV reports dividends and distributions from investments; the 1099-INT reports interest you earned on investments; the 1099-B comes from a broker and lists your reportable investment activity; and the 1099-MISC and 1099-NEC are for most everything else not derived from investments, such as money a client paid you for freelance work.
You can get these IRS forms and their instructions on the agency's website.
Other Relevant Documents
Supporting information for tax deductions and credits.
This is the first page of your federal income tax return. If you use tax preparation software, a tax preparation service or a tax accountant – they'll all need you to complete this form. If you're doing your own taxes, your local library may have a Form 1040. But you can also go to the IRS website to print it or fill it out online.
Last year’s tax returns.
If you’re working on your taxes yourself, it might not hurt to have them on hand, in case you need to look back at them. You shouldn’t need to have them, however, if you’re working with tax preparation software that you used last year (the service should have them), or if you’re working with your tax accountant (who should also have them).
Social Security numbers for family members.
If you work for an employer, you should have already received a W-2, which shows how much you earned last year and how much was deducted for taxes and retirement account contributions.
Retirement and college savings contribution information.
If you have a mortgage, you’ll get a 1098 form in the mail or your inbox. It shows the interest ($600 or more) you paid on your home loan during the year, and that mortgage interest is generally deductible. Students might get a 1098-T, which reports tuition payments they’ve made, or a 1098-E, which reports the interest they’ve paid on their student loans. Student loan interest and tuition payments may also be deductible. You can get these IRS forms and their instructions on the agency's website[7]
Estimated tax payments that you sent to the government.
Are you self-employed? If you don’t use a tax preparation software service or tax accountant who keeps track of your estimated tax payments, you’ll need to supply it to the IRS. If you have an employer, your taxes come out of your regular paycheck, and you don’t have to worry about estimated tax payments.
Your bank account information.
Do you want your refund sent to you via direct deposit? You’ll need to provide the IRS with your bank account and routing numbers.
Charitable donations.
Gather all of your receipts for charitable contributions that you made during 2023 and put them somewhere safe. You don’t need to send these to the IRS, but in case of an audit, you’ll want to proof that you contributed what you claimed.
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