TAX PREPARATION & RELATED RESOURCES

IRS - Where's my refund?

Michigan - Where's my refund?

Tax Preparation & Related Services

·      Individual Taxpayers

·      Businesses (LLC's, C-Corp, S-Corp, Partnerships, Sole Proprietorships)

·      Farms

·      Rentals

·      Estates and Trusts

·      All State Returns Prepared

·      Free Electronic Filing

·      Tax deferred investment consultations

·      Accounting & Payroll

·      New Business Startups and Entity Selection

·      Business Consulting and Planning

·      IRS Representation

·      Year End Tax Planning

Worksheets & Organizers

·      Tax Organizer

·      Schedule C – Sole Proprietor Annual Summary

·      Schedule E – Rental Taxsaver Annual Summary

·      Schedule F- Farm Taxsaver Annual Summary  

·      1099 MISC/NEC – Annual Reports Summary (best practices, due Jan 31st) 

New Tax Client Checklist
  1. Tax Organizer
  2. Income Tax Statements and other formal documents, expenses, etc.
  3. ONE Valid I.D. for each taxpayer(s) and dependent(s): D.L., State issued I.D., Social Security Card, or Passport
  4. Most recent prior year Federal and State tax return (for review purposes only)
  5. If you are eligible for the EITC&/ or ACTC, please bring in supporting documentation.
  6. Go to the "tax center" on our website and review the "EITC/ ACTC Alerts" for a list of optional documentation to bring with you.
  7. Direct Deposit information ( optional): bank name, routing number, checking or savings account number.
  8. Don't forget your $10 voucher for new clients!
Incentives
  1. Refer a friend for $5 gift certificate (issued in Q4)
  2. New Client Coupon


Earned Income Credit EITC & ACTC Alerts

All Earned Income Tax Credit and/or Additional Child Tax Credit refund recipients- Please read about refund delays.

List of supporting documentation to bring with you Download 

Report phone calls, phishing and online scams

Alert: The IRS does NOT initiate contact with taxpayers by email, text message or social media channels to request personal or financial information. This includes requests for PIN numbers, passwords or similar access information for credit cards, banks or other financial accounts.

What to do if you receive a suspicious IRS-related communication

The IRS instructs different reporting based on the type of communication. Please Click Here

For more information on tax scams, see the following link(s):

Tax Scam Link