5745 Rocksbury Lane
Woodbridge, VA 22193

Sun, Mon, Fri: 9am-7pm By Appointment
Tue, Wed, Thu: Evening Hours Upon Request

Personal Tax Services

– Form 1040 without Schedule A (Itemized Deductions)
– 1040 with Schedule A
(Applies also if the amount of deductions must be calculated to determine if they are greater than the current standard deduction)
– Schedule E (Rental Properties)
$40 Additional
– Schedule D (Capital Gains)
$40 Additional
– Sole Proprietor (Schedule C)
$40 Additional

Payment is due in the form of cash or check once tax return is completed.

We will need the following to best serve you:

  • Last year’s Tax return
  • Current Driver’s License or ID
    • If Married filing jointly we will need your spouse’s License or ID as well.
  • Form W-2 from employer
  • Form 1099 if applicable
    • Support for any expenses related to 1099 income
  • Support for Itemized deductions
    • While the new tax law doubles the standard deduction, it is possible that your itemized deductions may be larger than the standard deduction.
    • Medical Costs
    • Real Estate and property tax
    • Home Mortgage
      • Note that interest for mortgages on vacation homes or Home Equity Loans is not allowed for 2018 taxes.
  • Charitable contributions
  • Investment statements if applicable
  • If you have sold or purchased a new house bring closing documents for the original purchase and sale of the property.
  • Support for any rental property income and expense.
  • Banking information for deposit of refunds.