Our Services

ELECTRONIC FILING SERVICES

 

We offer tax preparation services for W-2 filers, the self-employed (with or without a 1099) and small businesses (assets less than 250k). To get started, fill out some basic information below. A certified tax preparer will be in touch with you shortly and will email you information on where to upload your tax documents. Don't worry, we will gladly walk you through the steps and required documents. If you need assistance, please call us at 678.572.5594

 

Please note, this list describes common items needed. However, each circumstance varies. Other forms may be requested or not needed. If you are unsure, please give us a call and we will gladly assist you!

 

Individual income tax filers will generally need:

• W-2 (or last pay stub to give you an estimate)

• List of job-related expenses

• Charitable contribution receipts and or letters

• 1098-T or payments made to a qualified educational institution (if applicable)

• Childcare receipts (if applicable)

• Birth certificates of children

• School letter/doctor health statement (Earned Income Credit qualifiers only)

• List of income/expenses (self-employed qualifiers only; don't worry we can help you reasonably reconstruct a list)