Call for Tax Return Preparation Services in Tacoma, Everett, or Kent, Washington
You waited until the last second to prepare your taxes. Unfortunately, you made a mistake and are now in trouble with the IRS. You could’ve avoided this with tax preparation services from Digital Accounting & Tax Services, LLC. We use 100 years of combined experience to deliver superior tax return services.
Count on Digital Accounting & Tax Services LLC for a variety of tax preparations.
Estate and Trust
1. Prior year’s tax return
This is generally only needed if you are a new client. If so, bring your tax returns from the previous three years.
2. Personal and Dependent identification information
Bring social security numbers, ITINs, dates of birth., driver’s license, or state-issued ID.
3. Wage and Earning Statements
If you made money from it last year, you need to bring in a record of the income. This includes:
4. Expense Records
Gather records for the following types of expenses.
5. Health Insurance Documents
6. IRA Information
7. Business Expense Receipts
8. Bank Information
For those wanting direct deposit, please bring a voided check from your checking account, or if using your savings account, bring the account and routing numbers.
9. If You Were Affected by a Disaster
There are deductions that are applicable if you were affected by a federally declared disaster.
10. Business Use of Home Information
If you use a part of your home for your business, bring the following:
Take some time to gather all of this information and make an appointment over the phone by calling (206) 309-5039 or scheduling an appointment online.
Many people feel like their tax bill is too high. Maybe you do too. The good news is that it doesn’t have to be. When you work with an accounting firm like ours, we make your financial success a priority.
Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. A plan that minimizes how much you pay in taxes is referred to as tax efficiency. Tax planning should be an essential part of an individual investor’s financial plan. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success.
There is more to preparing your taxes than simply filling out forms at tax time. It’s also about understanding our clients’ needs and helping them plan for a secure future.
Here’s how we do it:
If you feel like too much of your hard-earned money goes straight to the IRS instead of your bank account, then we can help.