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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.

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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.

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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.

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Yes! We are accepting new clients.

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

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  • 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

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  • 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

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

Rental Checklist

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