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General Filing Information

Every taxpayer is different. When it comes to declaring personal income taxes, remember that whether you will receive a refund or will have a balance due will depend on factors to your situation.

Getting Documents Ready

If you feel that you may benefit from any deduction or credit, bring documents which will help us determine if you qualify. It is important to keep in mind that, although there are many deductions and credits available in the tax code, an analysis and determination must be made by the tax preparer to find out if the taxpayer qualifies.

 

The requirements for the tax payers for record keeping and documentary proof have become more strict. The IRS is requiring a higher level of proof, paper trail and accountability for declaration of:  income, expenses, credits and dependent children.

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