We offer tax preparation and financial planning. Below are some of the things we might need depending on what we need to do for you.

Average cost per return (1 Federal, 1 State): $80 - $250

Required Items for Tax preparation:
- Names of all persons claiming
- Social Security numbers of all persons claiming
- Dates of Birth of all persons claiming
- Relationship of persons claiming to you
- Your current address
- Home, work, and cell phone numbers
- Name and Social Security number of spouse if filing married/separate
- W-2s/W-2Gs
- Tips not on W-2s
- Routing number/Acount number and type of account for direct deposit
- Social Security Income
- Any deductions (school tuition, education, child care, medical, property taxes, personal property taxes, charities for child care need name, address, phone number, EFIN or social of person providing and amount paid)
- 1099 Rs (retirement, annuities, IRA withdrawals, etc)
- 1099 DIVs for sales of stock, need basis stock was purchased for

If you are self-employed, you will need all previous information plus the following:
- Name of business
- Address of business
- Gross sales
- Deductions (review Schedule C)
- Mileage (business and commuting separated)
- Any depreciation for home office (square footage of home office devided by square footage of home)

For Rental, you will need all previous information plus the following:
- Address of rental
- Basis of rental (cost paid and improvements, land, and prior depreciation)
- Expenses related - See Schedule E