Tax Services

Are you looking for a tax preparer with over 25 years of tax preparation experience? If so you’ve visited the right website. Our tax preparation fees are affordable and our tax professionals are equipped with the education and skill set to tackle all of your tax needs. Whether you’re a small business owner, a startup, or an individual, your tax needs require a professional touch.

Anita’s accounting service will consult with you and develop tax planning techniques tailored to your industry. Our goal is to decrease your liabilities in order to direct more revenue towards your bottom line. For new business owners, we’ll determine which entity is the most advantageous option for tax savings, so you can pick the right structure when you incorporate. And, if you’re one of our individual clients, we’ll minimize your tax obligations to make sure you keep more of your hard-earned money at the end of the year.

We’re your best choice for tax preparation because we've sat on both sides of the table, as a former tax auditor and current tax practitiorner. We are experts in the area of tax research and keep up with all the latest revisions and updates to State and Federal tax regulations. We are constantly searching for tax breaks and deductions that we can use to save our clients’ money and offer our clients tax advice not just during tax season but all year long.

Tax Preparation

Anita’s accounting tax preparation services offers the following tax services:

  • Individual income tax preparations.
  • Business tax to include Partnership, S-Corp, LLC and Sole Proprietor returns.
  • Assistance with all tax schedules withholding, sales and use.
  • Tax planning.
  • 1099/ W2 services.
  • Tax audit support.
  • Tax problem resolution.
  • All U.S. States tax preparation services.

If you’re looking for a firm with excellent customer service skills and expertise in the area of taxation, and want to learn more about how we can help you save money, call Anita’s Accounting Service at 704-909-2776, for your free consultation, and to schedule your appointment.

Please view the checklists below to prepare for your visit

Individual Tax Prep Checklist

  • Your Social Security Number or Federal Tax ID number
  • Your Spouse’s Full Name and Social Security Number/ Federal Tax ID number
  • New Clients (Your previous year Tax Return)
  • Current Mailing Address and Occupation Title
  • Dependents
  • Children(s) Full Name as shown on Social Security Card
  • Children(s) Social Security numbers and Date(s) of birth
  • Child care records with mailing address and Tax Payers ID
  • Other Applicable adults: Please provide their income
  • Employee Income Information
  • W-2
  • Other Income
  • Unemployment, State Refunds (1099-G)
  • Gambling Income
  • Alimony received
  • HSA and long term care (1099-SA, 1099-LTC)
  • Jury Duty document of pay
  • Other 1099
  • Social Security/RRB Income 1099-SSA/RRB-1099
  • Pension/IRA (Form 5498)/Annuity 1099-R
  • Investments and Savings
  • Interest and dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Stock sales and buys(1099-B, 1099-S, 1099-B)
  • Self-Employment Documents
  • 1099-MISC
  • Business Assets
  • Business Miles Driven for work (yearly), Parking, Tolls and applicable vehicle expense
  • Any other expenses associated with Home Office
  • Report of all Expenses (Bank statements, credit card statements, check stubs)
  • Note: I prefer all receipts to be added and categorized. Any expenses not reconciled will incur an additional fee depending on time spent.
  • Education Information
  • 1098-T from colleges (note: Law changes that only “Amounts Paid” is credited not “Amount Billed”)
  • Any Educational expenses
  • 1098-E for student loan interest paid
  • Rental Property Information
  • Income
  • Expenses (Maintenance, Repairs, Decors, Utilities, etc.)
  • Property Assets (Closing statements)
  • Retirement, Health Contributions and Contributions to Retirement Plans
  • Retirement Income
  • 5498-SA HSA Contributions
  • Traditional IRA Contributions
  • Affordable Care Act
  • 1095-A (This form is from the Marketplace Exchange)
  • 1095-B and 1095-C (If you had insurance through any other source)
  • Market Place exemption certificate (ECN)
  • Other Credits and Deductions
  • Moving expense records (not reimbursed)
  • 1098 Mortgage interest statements
  • If Refinanced, Sold or Purchased a home provided Closing Statement/HUD1
  • State or Local Taxes Paid (Vehicle Property Taxes, Real estate Property Taxes)
  • Cash/ Checks donations to Church, Schools and other credited charitable organizations

  • Additional Resources
  • 2018 Tax Year - Tax Itemized Deduction Worksheet Checklist
  • 2018 Tax Year - The Salvation Army Family Stores Donation Valuation Guide

  • Note: This checkilist is not all inclusive. During the consultation other information may be gleamed, that can affect your tax deduction, income, credits, etc.

Business Tax Checklist

  • Balance Sheets & Profit and Loss Reports
  • Income
  • Gross Income
  • Business Banking Interest 1099-INT
  • Other Income
  • Expenses
  • Cost of Goods Sold (Inventory & Material and Supplies)
  • Advertising, Rent, Phone, travel, Insurance, Office supplies, etc.
  • Pay and commissions to Sub-Contractors 1099-MISC or a 1096
  • Depreciation Assets (Sale or Buy records)
  • Home Office Expenses (square footage of office space and total house square footage, home insurance/rental insurance, utilities, improvements to home office)
  • Salaries and Wages to employees (W-3)
  • Estimated Tax Payments
  • Health Insurance (premiums paid)
  • Health Reimbursement program totals
  • Vehicle Expenses (mileage, maintenance)