Tax Services

Tax Prep Service 

McIntyre Financial 

Leading Remote & Mobile 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 today and be prepared for a stress-free tax season! 📞 Contact us at

570-500-5495

 

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.

Our Services

- Simple (W2) Personal Tax Return

- Business Returns 

- Sole proprietor Return 

 

Pricing- Charges Due At Appointment - Pay With Refund!

Simple W2 Return  $110.99

State Return Included- $10.00

Simple Return (One Time Purchase)

Business/Trust Return  $550.00 

Plus State Return + $99.00

Simple Return (One Time Purchase)

Sole Proprietor        $265.00

State Return + $45.00

Simple Return (One Time Purchase) 

Prices Do Not Include Tax

IMPORTANT IRS PHONE NUMBERS

● IRS 800-829-1040
(General IRS phone number)

● ID/PIN 800-908-4490
(Retrieve your yearly PIN)

● Transcript 800-908-9946
(Summary of your return)

● Employee Retention Credit (877) 777-4778
(ERC)

● Tax Advocate 877-777-4778
(Someone to help you with any tax related problems)

● Offset Line 800-304-3107 (Find out if you owe)