1040 – Individual Tax Return

  • We will file amended tax returns for individuals. We can order transcripts for document storage and processing.
  • Prior year tax returns is a service we provide for all clients once we acquire transcripts with Power of Attorney.
  • Navigation on IRS Website for miscellaneous items.
  • Review of Solar Power credits for purchase of vehicle, panels or energy saving
    appliances.
  • **Real Estate – Schedule E credits, depreciation strategies, tax planning
    Check status of IRS tax return for refund thru app.
  • **State Tax Returns
  • **W4 Review for Withholding on W2 – Forecasting of W2 per paycheck.