Tax Prep

Expert Tax Preparation

What makes Expert Financial Tax Services unique Our extensive knowledge of income tax preparation, our professionalism, and our superior commitment to our customers is just the start of what we offer. Whether you choose EFE to prepare your personal taxes or small business taxes, you’re getting a lifelong professional partner who will stand with you and actively seek out your best interests, biggest refunds or smallest legal tax liabilities.
Our tax preparation at its best: simple, friendly, and highly professional. With our expertise, you are sure to receive accurate and honest professional tax advice backed by a solid and reputable company. You will have peace of mind in knowing we are specially trained and experienced to handle all tax situations, including yours.
Before your tax interview, organize your important documents using the checklist below and research deductions and credits that may apply to you. Documentation will vary based on your situation.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name
  • Date of Birth
  • Social Security Card
  • Last Year’s Tax Return
  • Valid Driver’s License
  • INCOME AND TAX INFORMATION:
  • W-2’s

 

If applicable:

 

  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)
  • DEDUCTIONS/ADJUSTMENTS:
  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest
  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions Credit
Keep in mind that the sooner you file, the sooner you will receive your refund. For the status of your refund, check out the “Where’s My Refund” tool on the IRS website. This tool will give you the most up-to-date refund information and is updated every 24 hours. You may access this tool 24 hours after the IRS accepts your e-filed return or 4 weeks after mailing a paper return.