Tax Coach

Maximizing Your Refund One Deduction At A Time

The Tax Coach Way

There are many options available when it comes to getting your taxes prepared. You can choose from a variety of options:

  1. Schedule an Appointment
  2. Mail us your Tax Forms
  3. Fax us your Tax Forms
  4. Drop off your Tax Forms

Options 2 - 4 requires a $100.00 refundable deposit.

If you make an appointment please be mindful of others in keeping your appointment. Please adhere to the following rules:

  1. In order to best help your preparer, only bring those people to your appointment that will help and not distract you or the preparer.  Your full attention is needed.
  2. Develop a checklist of needed information to prepare for tax preparation.
  3. In the event you have scheduled an appointment and realize you have misplaced records, here are some tips for getting the information needed for taxes. 
    1. Medical records can be requested from doctor and pharmacy.
    2. Mortgage interest or interest income can be obtained from the lending institution by request or online.
  4. Make sure all dependent information is correct and current.  Spouses make sure you change your name to your married name with the social security office.
  5. Be on time for your appointment.  It will give you time to relax and have a good presentation of your records and circumstances.

 

In preparing for your appointment you can also download the Tax Organizer to assist you in what you will need to bring to your tax appointment.

 

Here is our Challenge:

We guarantee that you will not find another company that will give you one-on-one attention and focus on your needs by maximizing your refund with all of the possible deductions allowed.

Here is our Guarantee:

We guarantee that you will be satisfied with your tax refund or you can walk away....no strings attached!