Tax Return Preparation is a primary service of Oak Hill Bookkeeping & Tax Services. As CPAs, we have extensive experience preparing all types of tax returns. See About Us.
Filing a simple 1040 tax return should not be an expensive service.
We will prepare and e-File your standard 1040 Tax Return for just $75 guaranteed – no hidden charges. See Tax Return Filings below.
Our Tax Return Program
We use Intuit ProSeries desktop tax software for all our Tax Return Preparation. Intuit is also the publisher of the well known consumer Turbo Tax software and also QuickBooks, the most widely used bookkeeping software for small business. We have used Intuit ProSeries tax software for 20+ years for the preparation of hundreds of tax returns.
ProSeries tax software includes every possible type of federal tax return, supporting forms and schedules, and state tax return forms and schedules for all 50 states. This means we can handle any type of tax return preparation you throw at us. It also means its quite expensive to purchase each year – it is meant for tax preparation professionals.
ProSeries, despite its comprehensive nature, is a user friendly tax software to use, as long as the user is familiar with tax return preparation. For you, this means we can prepare your tax return(s) swiftly and efficiently, and thus at a lower cost than a tax preparer using a less efficient tax approach or software.
Tax Return Filings
- Standard Federal Form 1040 and One State of NJ or NY. You have 5 or less W-2s and 1099s for earnings from your job(s), 5 or less 1099s for interest or dividend earnings, 5 or less 1099s for pension or retirement plan distributions, social security income on forms SSA-1099, and a list of qualifying Itemized Deductions for Schedule A (see below for instructions). Fee just $75.
- Schedule C, Form 1040 – Profit or Loss from Business (Sole Proprietorship). You are the sole owner of a small business which requires preparation of Schedule C to report earnings and expenses of your business, and you provide us a complete and organized record of those earnings and detail of expenses by type. Fee $95, in addition to other applicable fees.
- Schedule D, Form 1040 – Capital Gains and Losses. You have 10 or less transactions which qualify for Capital Gains treatment, such as the sale of stocks and bonds but excluding the sale of real estate, and you provide us with brokage statement(s) on form 1099 showing the cost basis and sale price for the sale of stock and bonds. Fee $95, in addition to other applicable fees.
- Second State. You need a 2nd State tax return, for example you work in New York but live in New Jersey, thus you need to file both a NY State tax return and a NJ State tax return. Includes allocation of income between 2 states based on info you provide. Fee $50, in addition to other applicable fees.
The Tax Return Fees listed above are guaranteed – no additional hidden charges – guaranteed. Payment info below.
The list above covers 80% of tax returns filed by non-millionaires. Contact Us if your Tax Return does not fall within the above 4 situations. The best way to Contact Us – send an email to [email protected] or text to 973-640-0812 to schedule a mutually convenient time for a Free Consultation about your Tax Return Preparation.
Tax Return Documents
Naturally you will need to provide us with copies of ALL your Tax Return Documents – such as all your W-2s for job earnings, 1099s for other earnings, interest/dividends, any other 1099 statements, SSAs for social security income. You can deliver your tax return documents to us in the following ways –
- Hand deliver the original hard copy of your documents – which will be returned to you. Do not mail your documents.
- Scanned documents – if you have access to a scanner, you can email us scanned copies of your documents.
- Photo copy documents – you can take photos of your documents with your smart phone and email them to us.
Tax Return Completion and Payment Info
No payment is due until your Tax Returns have been completed and e-Filed. Before we e-File your tax returns, we will provide you with a draft copy for your review. Whether you choose to review the draft returns or not, we will require your approval before we can e-File your tax returns. Once your tax returns have been completed, approved by you and e-Filed, we will provide you with copies of the final filled returns as well as a confirmation your e-Filed returns have been accepted by the applicable government authority.
Payment will be due once all your tax returns have been accepted by the applicable government authority. You will receive an invoice from us for your Tax Return Preparation with forms of payment we accept.