You have received your W-2, 1099 and 1095 forms and are trying to put it all together. If you only perform a task once a year, you never get good at it.  That is where I can help.

Here are some pointers. Look at your 2021 return.  Look at what you had last year, who you worked for, where you banked at, what stocks you owned, what pensions you received, what IRA payments you received, unemployment compensation and social security payments received, and any other income earned. All of these statements are arriving in the mail. You may have medical expenses, mortgage interest, PMI, state and local income taxes paid, contributions to charities, job expenses, union dues and education expenses.  With that being said, it’s a big pile, even overwhelming. Let me sort through it and finish the job.

My privacy policy is simple.  I do not share any of your information with anyone, for any reason, at any time.

Please remember that the IRS will NEVER make initial contact with you by phone. They never make contact by social media. Do not share any of your personal information with anyone who contacts you like that. Do not send payment to anyone who threatens you. The IRS or states do not take tax payments by gift cards.

Refunds are being processed within 5 to 21 days on an e-filed return with direct deposit. This is standard. Do not allow someone to loan you your refund money so you can get it a couple of days sooner at a high cost. I can complete your return and e-file it for you. For a limited number of new clients, I can come to your home. My rates are very fair and competitive. I have an office in Somerton which you can visit by appointment to have the work done. This is my preferred way of preparing your return. All returns are e filed the same day as prepared. Call me today. 215 677 8413.