Tax Preparation Service

A-Plus Tax Services provides the following services:

• Free E-File
• Tax Preparation for all 50 States
• Referral Bonus--you get $5 for every person you refer to us

There are 3 options available to get your taxes prepared as it fits your schedule:

• No wait Drop off Option No time for an appointment? Drop off your tax documents in the drop box.

• Pick-Up and Delivery Option (within a 15 mile radius) Pick-up documents and deliver completed returns for $50 fee. 

• Appointment Option  for new clients or more involved returns

Where's My Refund? 

 Check the status of your refund  by going to IRS.gov and clicking on Where's My Refund? The status of your refund will be available within 24 hours after the IRS receives your e-filed tax return. If you filed a paper return, it can take up to four weeks after it is mailed. The Where’s My Refund? tool updates once every 24 hours, usually overnight, so you only need to check once a day.  

What You Will Need:

• Social security number or ITIN
•  Your filing status
•  Your exact refund amount

Tax Scams/ Consumer Alerts

• https://www.irs.gov/newsroom/tax-scams-consumer-alerts

Documents you'll need:

• Drivers License
• Social Security Card
• Routing & account numbers for direct deposit
• Copies of prior year returns (for new clients)

Dependents

• Dates of birth & social security numbers or other tax ID numbers
• Childcare records (including the provider's tax ID number) if applicable
• Form 8332 when the child's custodial parent is releasing their right to claim a child to the noncustodial parent ( if applicable)

Income 

• Employed
  • Forms W-2
• Unemployed
  • Unemployment (1099-G)
• Self-Employed
  • Forms 1099-NEC and 1099-K
  • Income records to verify amounts not reported on 1099s
  • Records of all expenses – check registers or credit card statements, and receipts
  • Business-use asset information (cost, date placed in service, etc.) for depreciation
  • Home office information, if applicable
  • Record of estimated tax payments made (Form 1040ES)
• Rental Income
  • Records of income and expenses
  • Rental asset information (cost, date placed in service, etc.) for depreciation
  • Record of estimated tax payments made (Form 1040ES)
• Retirement Income
  • Pension/IRA/annuity income (1099-R)
  • Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)
  • Social Security/RRB income (SSA-1099, RRB-1099)
• Savings & Investments or Dividends
  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
  • Expenses related to your investments
  • Record of estimated tax payments made (Form 1040ES)
• Other Income & Losses
  • State refunds (Form 1099-G)
  • Income from K-1s either as investment or as active owner
  • Gambling income (W-2G or records showing income, as well as expense records)
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Trusts
  • Royalties (1099-MISC)
  • Any other 1099s received
  • Record of alimony paid/received with ex-spouse’s name and SSN
  • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) Deductions
• Home Ownership
  • Form 1098 or other mortgage interest statements
  • Real estate and personal property tax records
• Charitable Donations
  • Cash amounts donated to religious organizations, schools, other charitable organizations
  • Records of non-cash charitable donations
  • Amounts of miles driven for charitable purposes
• Medical Expenses
  • Amounts paid for healthcare insurance and to doctors, dentists, hospitals
  • Miles driven for medical purposes
  • Travel expenses for medical, including hotels, planes, tolls, parking, etc
• Health Insurance
  • Form 1095-A if you have health insurance through a State Marketplace (Exchange)
• Childcare Expenses
  • Daycare paid for a child under age 13 so the taxpayer (and spouse) can work
  • Wages paid to a babysitter
• Educational Expenses
  • Forms 1098-T from educational institutions
  • Receipts for qualified educational expenses
  • Records of scholarships or fellowships
  • Form 1098-E for student loan interest
• State & Local Taxes or Sales Tax
  • Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
  • Invoice showing amount of vehicle sales tax paid
  • Amount of real estate taxes paid
  • Amount of personal property taxes paid
• Retirement & Other Savings
  • Form 5498-SA showing HSA contributions
  • Form 5498 showing IRA contributions
  • All other 5498 series forms (5498-QA, 5498-ESA)
• Federally Declared Disaster
  • City/county you lived/worked/had property in
  • Records to support property losses (appraisal, clean-up costs, etc.)
  • Records of rebuilding/repair costs
  • Insurance reimbursements/claims to be paid
  • FEMA assistance information

 2023 standard mileage rates -Beginning January 1, 2023, the standard mileage rates used to calculate the deductible costs of operating a car (also vans,

 pickups or panel trucks) are 65.5 cents per mile for business use.  

2023 Tax Inflation Adjustments - 

The IRS announced the tax year 2023 annual inflation adjustments for more than 60 tax provisions, including the tax rate schedules and other tax changes.  Revenue Procedure 2022-38 provides details about these annual adjustments.