Tax Services

Tax Service By Appointment ONLY!

McIntyre Financial Solutions

Leading Tax Service & Consultation Company

Tax Services

🌟 Services We Offer:

📌 Individual Tax Preparation

📌Business Tax Preparation

📌 Tax Consulting / Business Tax Consulting

Don't wait until the last minute. Secure your appointment with McIntyre Financial LLC today and be prepared for a stress-free tax season! 📞 Contact us at

717-400-5290 or visit our website www.mcintyrefinancialllc.com to learn more and schedule your consultation.

Monday 12-4PM

Tuesday 12-4PM

Wednesday CLOSED

Thursday 12-4PM

Friday Closed

Saturday 12Pm-6PM

Sunday Closed

**Please Read Disclaimer**

Our tax preparation service requires a preparation time of 2 business days to ensure the best results, as we carefully review relevant tax laws, credits, and deductions. For business taxes, please allow a 4-day preparation period. All tax preparation is conducted remotely; in-person meetings are available for tax consultations only.

Thank you for your understanding!

 

Tax Preparation Checklist 

 

Tax Prep Checklist to ensure you have the necessary items to prepare your return.

 

 PERSONAL INFORMATION

Every year the IRS rejects returns that don't have matching data. To help get this right, please secure:

  • Prior year's tax return. (for new clients only)
  • Federal and State estimated tax payment amounts.
  • Photo identification, such as driver's licenses or military ID cards.
  • Social Security numbers for every family member.
  • Birth date for every family member.
  • Stimulus check amount.
  • W-2 forms from any employers.
  • Bank account details. (for direct deposit only)

If applicable:

  • Form 1099-G (unemployment compensation).
  • WE DO NOT FILE RETURNS THAT HAVE INVESTMENT INCOME, RETIREMENT INCOME, ETC

 

 

PERSONAL DEDUCTIONS

Deductions are where you can save big when it comes to your final bill. So it's essential to take the time to track down as many relevant expenses as possible.
Expenses to look for include:

  • Primary residence documents, including form 1098 (Mortgage Interest Statement), property tax records, and expenses related to energy-saving improvements.
  • Receipts for childcare expenses paid.
  • Charitable donation receipts.
  • Expenses related to any rental properties.
  • College credit documents, including form 1098-T (Tuition Statement) and 1099-Q (Payments from Qualified Education Programs).
  • College Choice Advisor 529 Savings Plan
  • Estimated amounts of out-of-pocket medical expenses.

 

 

 

 

BUSINESS INFORMATION 

  1. Coming Soon, Getting all the New Stuff..

 

 

Our Services

- Simple (W2) Personal Tax Return

- Business Returns 

- Sole proprietor Return 

 

Pricing- Charges Due At Appointment ON SALE!

Simple W2 Return  $145.00

State Return Included-

Simple Return (One Time Purchase)

Business Return      $500.00

Plus State Return + $85.00

Simple Return (One Time Purchase)

Sole Proprietor        $235.00

State Return Included-

Simple Return (One Time Purchase) 

Prices Do Not Include Tax