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  • Valid Driver License /State ID 

  • Government Issued  

  • Social Security Cards 

  • Birth Certificate 


  • Payroll 

  • All W/2 

  • 1099 Forms

  •  Unemployment Form


  • CTC /Forms

  • Child Care Statements

  • Mortgage

  • Student Loans

  • Profit/Loss Statement 

  • Business Income Reports 


Individual tax preparation 

We will complete form 1040 and any other schedules that you need based on your tax situation. Prices start at $150 and up and pricing is charged by form.

Small business tax preparation

We will file your Schedule C for you (with or without 1099NEC/1099K). Prices start at $300 for a return that includes a small business (schedule c). We specialize in self-employment so you can rest assured that we will go through every deduction and credit to ensure you walk out with the lowest tax liability that the law allows.

Each return that is filed by our office is backed by our Audit Protection promise. If you receive any IRS notices of an audit, we will handle the process on your behalf. All at no extra cost to you. 


Tell your receipts, account statements, and W-2s they can stay home, as online tax preparation solutions have provided a new level of convenience. However, as easy as the various DIY programs market themselves to be, they still lack the expertise and value only human advisors can provide.

Professional tax preparers can answer your questions and guide you to the deductions and strategies that will 1) minimize your tax burden, and 2) maximize your chance of a refund. That’s where our virtual tax preparation comes in.

Working with Tax Professionals vs. Tax Programs


Instead of clicking through a generic software package and trusting that a downloadable program will fit your specific needs, our virtual tax preparation service leverages state-of-the-art technology that provides you with live experts you can consult anytime. You can rest easy knowing that our team members, with their extensive real-world tax preparation experience, are readily available to help you with even the most complex tax issues.


Virtual Tax Preparation — Anywhere, Anytime

Our tax preparation services include:

  • Individual Tax Preparation

  • Business Start-Ups

All of these services are offered completely virtually, guaranteeing the maximum level of convenience for you.


The Benefits of Our Virtual Tax Preparation Service

  • Flexibility, Convenience, and Control – No more scheduling your tax preparation around someone else’s schedule. Virtual tax preparation lets you choose when you want to prepare your taxes. Do it all at once or a little at a time; curled up on a couch or behind your desk in your office. Online preparation lets you control when and where your taxes get done.

  • Confidence – When you’re working with a generic software package, there are no guarantees: you have to rely on the program’s manufacturer to get the programming (and tax laws) right. When you use our virtual tax preparation service, we not only guarantee that you’ll get the maximum return possible, but we also guarantee its accuracy.


  • Speed – One of the biggest advantages that virtual tax preparation offers is the ability to file your taxes online. E-filing transmits your completed return to the Internal Revenue Service instantaneously, allowing the IRS to review it and send any refund you may be entitled to more quickly. The digital process eliminates the need for paper mail processing times to get your return to the IRS, as well as for them to get your refund to you: the agency will deposit your refund directly into your bank account, thus saving you from having to make a trip to the bank.


  • Digital Documentation – You know that file full of old tax returns, tucked in a corner of your office or in the back of your closet? Virtual tax preparation and online filing eliminates the need to maintain paper records of your tax returns, providing an electronic record that can be stored digitally for whenever you need it. You’ll be able to store, retrieve, and transmit your tax history whenever and wherever you need it, at the touch of a button.

Tax Prep List


Your social security number, ITIN, TIN-- Your spouse’s full name, social security number or tax ID number, and date of birth--Information about your stimulus payment — the amount you received--Unexpired Government ID (mandatory for tax advance and refund transfer)-


-Identity Protection PIN,

if one has been issued to you, your spouse, or your dependent by the IRS--Current address, phone number, and email



--Dates of birth and social security numbers or tax ID numbers--Childcare records (including the provider's tax ID number) if applicable--Income of dependents and of other adults in your home--


Nonbiological Dependents:

Documents proving residency and relationship of dependents--1098T for college students--Disability Statement for disabled dependents -Record of estimated tax payments made (Form 1040–ES)--Transactions involving cryptocurrency (Virtual currency)--Gambling income (W-2G or records showing income, as well as expense records)


INCOME-- Employed: Forms W-2--Unemployed Unemployment (1099-G)--Self-Employed Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC, AND RECORDS OFEXPENSES/HOME OFFICE/ASSETS & Any estimated taxes paid form 1040ES--


Rental Income: Records of income and expenses Rental asset information (cost, date placed in service, etc.) for depreciation Record of estimated tax payments made (Form 1040–ES)


--Retirement Income-Pension/IRA/annuity income (1099-R)-Traditional IRA basis (i.e., amounts you contributed to the IRA that was already taxed)-Social security/RRB income (SSA-1099, RRB-1099)--Savings & Investments or Dividends-Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)


--Income from sales of stock or other property (1099-B, 1099-S)- Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) -Expenses related to your investments

 DEDUCTIONS--Home Ownership-Forms 1098 or other mortgage interest statements -Real estate and personal property tax records-Receipts for energy-saving home improvements (e.g., solar panels, solar water heater) All other 1098 series forms--Charitable Donations-Cash amounts donated to houses of worship, schools, other charitable organizations -Records of non-cash charitable donations-Amounts of miles driven for charitable or medical purposes--Medical Expenses.-Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals--

Health Insurance Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)--Childcare Expenses-Fees paid to a licensed daycare center or family daycare for care of an infant or Preschooler-Amounts paid to a baby-sitter or provider care of your child under age 13 while you work-Expenses paid through a dependent care flexible spending account at work--

Educational Expenses
-Forms 1098-T from educational institutions-Receipts that itemize qualified educational expenses-Records of any scholarships or fellowships you received-Form 1098-E if you paid student loan interest--K-12 Educator Expenses Receipts for classroom expenses (for educators in grades K-12)--

State & Local Taxes Amount of state and local income or sales tax paid (other than wage withholding) Invoice showing amount of vehicle sales tax paid and/or personal property tax on vehicles--Retirement & Other Savings Form 5498-SA showing HSA contributions Form 5498 showing IRA contributions All other 5498 series forms (5498-QA, 5498-ESA)--Federally Declared Disaster-City/county you lived/worked/had property in-Records to support property losses (appraisal, clean-up costs, etc.)-Records of rebuilding/repair costs Insurance reimbursements/claims to be paid FEMA assistance information

COVID RELIEF CREDIT/DEDUCTIONS-Letter 6419 from IRS showing all Advanced Child Tax Credit-Dates you were affected by COVID to qualify for Self Employed Sick Leave Credits -Letter 1444C that will show how much you received in EIP 3-Charitable Contributions
Types of Appointments

Help Me File

Book this meeting if you need help filling out the client intake or have questions about any of our other documents.  
We will guide you through each section and answer any questions you may have while completing the intake form. 


The consultations fee is $95.00 When booking provide a list of questions, so I can prepare and maximize those 30 minutes.
If you need to schedule an appointment outside of working hours, please contact us at or text 228-400-9977
How did you hear about us?
What services are you interested in?

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