Services

Tax Organizers

To help you prepare for your tax interview, we have prepared a series of organizers and links to useful information. Click “Here” to view some helpful “What to Bring” documents.

Our returning clients will only need to complete the “Individual 1040 Organizer”, however, if your tax situation is more complex, you may need to complete additional organizers to provide more information about your tax situation.

There is no need to complete organizers that do not apply to you.

Individual 1040 Return (New Clients) Individual 1040
You had income reported on Form 1099-NEC / Small Business Self-Employment (Schedule C)
You had Farm Income and Expenses Self-Employment (Schedule F)
You had Income and Expenses from renting a house/condo or vacation rental Rental Property (Schedule E)
You sold your home Sale of Home
If you purchased a new home or Refinanced an existing mortgage, you should bring a copy of your HUD or Settlement Closing Statement to your tax interview. Home Buyer

Tax and Accounting Services

As your reputable tax preparers, we can help you with various tedious financial requirements. We offer the following services for your convenience:

  • Bookkeeping
  • Estate Returns
  • Payroll
  • Personal and Business Taxes
  • Tax Preparation
  • Trust

Serving Your Location

Experience consistent and exceptional service anywhere you are in the country. We serve clients from all 50 states of America.

Client Forms and Files

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Let’s Prepare Your Paperwork

For all your tax and accounting related needs, turn to our seasoned specialists over at Beavercreek Tax Service. Send us a message to book an appointment or ask a question.