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INCOME TAX

PREPARATION

Your time is valuable. Let the A Tax Solution team of Enrolled Agents navigate the newest tax laws to ensure your taxes are prepared correctly and efficiently to ensure the best possible return.

Did you know that we offer Drop-Off tax preparation service for existing clients? Please see our Drop-Off Guidelines below or call to inquire.

Are you an existing client, but you've moved out of state? We can still help-- A Tax Solution provides out of state tax preparation services too!  We offer a secure online portal for all clients to upload their tax documents directly to us.  Give us a call and we will be happy to send you the secure link for your online account.

Yes! We are accepting new clients.

FREE CHECKLISTS
Free Checklists
Drop-Off Guidelines
WHAT TO BRING TO YOUR APPOINTMENT

  • Last year's tax return (New clients only)

  • Driver's License for each taxpayer

  • Social Security numbers

  • Dates of Birth for all dependents

  • Tax Documents

  • Your FREE checklists!

New Client Checklist

Real Estate Pro Checklist

Self-Employed Checklist

DROP-OFF AND SECURE FILE UPLOAD GUIDELINES

  • Drop-offs include tax documents physically dropped off at the office, uploaded via Secure File Pro personal online account, emailed or mailed.

  • All Drop-offs are completed on a first-come, first-serve basis.

  • Drop-offs are worked on in between appointments and outside of office hours.

  • There are absolutely no guarantees on completion time frame but are usually completed within a week but length of time can vary depending on how many received prior to yours.*

  • To ensure your return is completed in a timely manner, all information must be submitted at the time of drop-off otherwise this can cause a delay.

  • Please refer to our checklist to ensure all pertinent tax documents are provided.

  • We accept Schedule C or E's by drop-off.

  • We will not make any estimates based on last year's taxes

*If you need your taxes completed by a certain date, please call and schedule an appointment.

Rental Checklist

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