Guaranteed lowest prices for Tax Preparation
One of the least favorite tasks for just about everyone is preparing their taxes every year. Some do it by themselves, now made somewhat easier with tax preparation software, others take it to tax preparation professionals, like the well-known H&R Block or Jackson-Hewitt. Some people utilize CPA's, especially for complicated tax matters. Regardless, it is usually a hassle. Here is your one stop tax preparation resources to get you started, and hopefully make the tax preparation process a bit easier.
Uni Consultants also have respected and highly professional tax preparation personnel with knowledge on software, tax tips, calculators and other useful resources.
Year-Round Service
All of our clients have year-round access to Uni Consultants income tax associates who are here to help anytime there’s a tax-related question or concern.
When you become a client, you’re entitled to a number of basic services for free at any time FREE
- Copies of your tax return - up to three years after the return was initially filed.
- Amended returns – if you find documentation that you think may result in your ability to claim a larger refund after your taxes were filed this year, last year, or the year before, then contact us and we’ll amend your return. Additional fees may apply.
- Audit assistance – If you receive an audit notice from the IRS, a consultant will explain how your tax return was prepared.
What you need!
If available, bring the applicable items from this list to your tax consultant, to help us prepare a tax return that results in the largest allowable refund for you.
- Social Security Card(s)
- Driver’s License(s)
- Dependents’ Social Security Numbers & Dates of Birth
- Last Year's Federal and State Tax Returns
- Wage Statements - Form W-2
- Pension or Retirement Income - Form 1099-R
- Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
- State Income Tax Refund Amount - Form 1099-G
- Social Security Income - Form SSA-1099
- Unemployment Income - Form 1099-G
- Commissions Received/Paid
- Information on sales of Stocks or Bonds - Form 1099-B
- Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
- Lottery or Gambling Winnings - Form W-2G
- Lottery or Gambling Losses
- Income and Expenses From Rentals
- Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
- IRA Contributions
- Alimony Paid or Received
- Child Care Expenses & Provider Information
- Medical, Eye Care, and Dental Expenses
- Cash and Noncash Charitable Donations
- Record of Purchase or Sale of Residence
- Mortgage or Home Equity Loan Interest Paid - Form 1098
- Real Estate and Personal Property Taxes Paid
- State or Local Sales Taxes Paid
- Unreimbursed Employment-Related Expenses
- Job-Related Educational Expenses Educator Expenses
- Tuition and Education Fees - Form 1098-T
- Student Loan Interest - Form 1098-E Casualty or Theft Losses
- Estimated Taxes
- Foreign Taxes Paid
- Positive Attitude!
For any tax related questions please feel free to contact us Uni Cunsultants
