O’Connor’s Tax Service

Services 

 

SERVICES PROVIDED:

1040 – ALL FORMS – The 1040 covers the individual taxpayer including the W2 earner, Sole proprietor, Landlord, Farmer, Truck Driver, Minister, Investor, and many others.

1041 (Estates and Trusts) basic returns only

Amendments

Prior year tax returns

State Income Tax Returns

Municipal Income Tax Returns

Audit Assistance– Federal, State & Municipal

Basic Accounting Services – only in regards to the completion of your return. (Hourly rates apply)

Note: If you don’t see what you’re looking for here give me a call and I’ll see if there is anything I can do to help you out.

 

 

WHAT I NEED FROM YOU:

All tax documents for the year – Totals of income and expenses for Sole Proprietors & Landlords,  Last year’s Tax return,  Current Driver’s License or State ID, Social Security cards and DOB for dependents, Working Email address.  Any correspondence you have from taxing authorities, information on the sale or purchase of assets, and any other pertinent information.  This list may not be all encompassing but it will certainly get us started.

 

HOW THIS WORKS:

I generally will come to your home and complete simple returns but will pick up the more complicated ones.  I also have a secure program that will allow you to send documents I may need and will send you information after speaking with you to get an account set up.  When I speak with you I will also let you know specifically everything I need for your situation. I will deliver and review all returns with you at your home or business upon there completion.

Currently, I only accept cash or checks for services rendered and all charges are based on an hourly rate. All fees are expected to be paid at the delivery of your return or upon completion of the services rendered and no tax return or other paperwork will be processed until all fees are paid. I currently offer no bank products of any kind so advances or fees being taken from your return are not an option.  There are no additional fees for you to receive your refund via direct deposit into your account or for e-filing your return.  I am also insured to protect you from Interest and Penalties that may occur as a result of my error in preparing your returns. All clients will be given an engagement letter detailing both parties’ responsibilities. A retainer fee may also be required for some services depending on the circumstances. I’m looking forward to helping you with your Tax Preparation or other tax needs.

Patrick A. O’Connor EA