Audit assistance
We can help you prepare and respond to IRS, state and city income tax inquiries.
State and Local Tax
We will explain and prepare any required state and local income taxes.
W-2 and 1099 service
We will prepare your end-of-year forms for employees and subcontractors.
Tax preparation
Accurately maximizing your tax position.
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Organized tax records make preparing a complete and accurate tax return easier. It helps you avoid errors that lead to delays that slow your refund and may also help you find overlooked deductions or credits.
Forms W-2 from your employer(s)
Forms 1099 from banks, issuing agencies and other payers including unemployment compensation, dividend, pension, annuity or retirement plan distributions
Form 1099-K, 1099-MISC, W-2 or other income statement if you worked in the gig economy
Form 1099-INT if you were paid interest
Other income documents and records of digital asset transactions
Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance payments or claims Premium Tax Credits for 2022 Marketplace coverage
IRS or other agency letters
CP01A Notice with your new Identity Protection PIN
To access your account information with IRS you must set-up an online account. If you have previously set-up an account with IRS you will need to set-up a new account through ID.me.
Also, view tax records – Current plus previous three years is available.
Key information from the most recent tax return, the address on file, payment history and any pending or scheduled payments. Also, make payments either for the tax return or estimated payments
For a more detailed explanation see IRS – How do I verify my identity for the IRS? page on the ID.me website.
SERVICES
Too busy to come in for an appointment?
With TaxPass you can start your tax return, upload personal information, upload and submit W-2s and other supporting documents within a matter of minutes - and all in a secure environment that protects your important data.
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IRS Online Account Set-up
Organized Tax Records
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*An Easy Advance (EA) is a loan secured by your tax refund and is offered by Republic Bank & Trust Company, member FDIC, to eligible taxpayers. There are no fees or interest associated with the EA. Loan amount is determined by your expected tax refund less authorized fees. EA proceeds are typically available within 24 hours of IRS acceptance of tax return or within 24 hours for those filing before the IRS start date; however, if direct deposit is selected, it may take additional time for your financial institution to post the funds to your account. Visit your tax preparer to learn about the cost and timing of all filing and product options.
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