WE CAN PREPARE WITH MOST RETURNS:

• Wages, retirement income, social security, interest, dividends, capital gains/losses, unemployment compensation

• Self-employment income, with limits

• Most income reported on Forms 1099-MISC or 1099-NEC or 1099-K

• Schedule K-1 that includes only interest, dividends, capital gains/losses or royalties

• Itemized deductions with Charitable Cash Contributions, Noncash contributions totaling no more than $5,000, Mortgage interest, Real and Personal Property tax,

• Cancellation of Nonbusiness Credit Card Debt

• IRA Contributions -Deductible or not

• Tuition & student loan interest

• Most credits, such as earned income credit, education credits, child/additional child credit and credit for other dependents, child/dependent care credit, premium tax credit, retirement savings credit.

• Repayment of First Time Home Buyer credit

• Estimated Tax payments

• Health Savings Account

• Prior three tax years returns (some locations)

• We Electronically File all Federal Returns

WE CAN'T PREPARE RETURNS WITH:
Some of the items that are out of Scope include:

• Married Filing Separately

• Self-employment if there are employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements, or other complicating factors

• Hobby income or other not for profit activities

• Rental Income, except land only

• Solar and Electric Car Energy Credits

• Transactions for Virtual Currency/NTFs (Bitcoin, Cryptocurrency, etc.)

• Rental Property Income (except land only)

• Farm Income or expenses

• Tax on Child's Investment and Other Unearned Income (Kiddie Tax)

• Some Investment Income or Itemized deductions not included in our training

• Complicated Schedule K-1, complicated capital gains/losses

• Moving Expenses

• Alternative Minimum Tax, Additional Medicare Tax, or Net Investment Income Tax

• Any Virtual Currency Investment or Transaction

For a list of what we can help with and documents needed to complete a tax return, click here.