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Tax Preparation Services

We understand that filing tax returns can be a confusing and overwhelming process. We will make sure that you understand how it works and are pleased with the end result.

Services Include:

End-of-Year Client Newsletter
Believe it or not, it’s already time to start gearing up for another tax season. As we wrap up the 2022 tax year, we thought it would be a good time to review the actions Congress and the IRS have taken in the last few months that may have an impact on your returns, refunds and future tax planning. If you have any questions about the changes and how they could impact your return, or need advice on how you can reduce your tax bill for the rest of the year and get a start on planning for tax season, please get in touch with us.
Inflation Reduction Act
The Inflation Reduction Act (IRA) signed by President Biden Aug. 16 includes a variety of tax provisions that will impact U.S. businesses and individuals. While some of the changes have received a great deal of media attention, others may come as a surprise to those who have not been following the legislative process closely.
Updated Client Newsletter
Several favorable tax provisions that were enacted in response to the COVID-19 pandemic expired at the end of 2021. Although new legislation has been introduced throughout 2022, nothing to date has passed. Based on where the laws currently stand, we’ve highlighted some key issues to help you plan for tax year 2022. If Congress comes to some sort of agreement and extensions are enacted, we’ll keep you informed.
Where's My Refund?
The Internal Revenue Service maintains a page on its website to help you track your refund. You will need to provide some information to verify your identify and the system will give you a status. The website is updated each Wednesday. Of course, if you ever need Chip's help in tracking down your refund, all you need to do is ask.
Social Security Administration
Check out your Social Security Statement, change your address, and manage your online benefits. The site also has answers to frequently asked questions about Social Security.
Form W-9
Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example: Income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Tax Withholding Estimator
The IRS encourages everyone to use the Tax Withholding Estimator to perform a “paycheck checkup.”  This will help you make sure you have the right amount of tax withheld from your paycheck.
Taxpayer Roadmap Tool
The Taxpayer Roadmap illustrates, at a very high level, the stages of a taxpayer’s journey, from getting answers to tax law questions, all the way through audits, appeals, collection, and litigation. It shows the complexity of tax administration, with its connections and overlaps and repetitions between stages. As you can see from its numerous twists and turns, the road to compliance isn’t always easy to navigate.