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EXPERIENCED, TRUSTED,
COMPETENT
Just The Facts Tax
With a 40 plus year CPA, a 40 plus EA, 2 Attorneys, a CPA Candidate and a new graduate from Concordia college held together by our office admin Wendy – we are a force to be reckoned with.
Our goals as a tax practice are to provide the highest level of service to our client base, at a fair price and in a timely manner.
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Tax Preparation & Planning Services
Your Information Source For All Things Tax Preparation, Returns and Planning!
TAX Compliance
Filing timely, accurate, complete tax returns.
Multiple Calculations
Deriving multiple sets of data to determine the best planned results for our clients and communicating with them about those results
Our GOALS & EXPECTATIonS of Just The Facts Tax
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VIRTUAL TAX PREPARATION
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MULTIPLE CALCULATION
WE are here to help
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Highly accurate, timely, and efficient
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Provides client information used to improve financial well being
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Allows timely delivery of services
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Provides bench marks to establish client goals
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Keeps your ACCOUNTANT in position to HELP
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Provides stimulus to encourage regular compliance with prudent financial habits
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Allows client’s instant access to important information
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Results can be interpreted and used for all client planning purposes – LEGAL, FAMILY, COLLEGE
Annual Information Forms Checklist
Form W-2: Salaries & Wages
Form W-2G: Gambling Winnings
1099R: Retirement Income
1099: Miscellaneous Income
1099-NEC: Non Employment Compensation
1099SA: Health Savings Account
1095A: Marketplace Health Insurance
K-1: Partnerships, Coprorations or Estates
1098: Mortgage Interest
1099E: Student Loan Interest
1098T: Amounts Paid for Higher Education
8832: Signed if you are non custodial parent claiming dependency exemption
*Childcare providers name, addres, ss number or ein/tin
Want to know what Just The Facts Tax can do for you?
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