Yes, with an extension put into place before the tax deadline for the year, we can still complete your tax prep for that current year and even the previous ones.

Getting started is simple. Reach out by contacting us at 225-448-2988 to book your appointment, or you can send an email to the appropriate email listed in our contact information and we will be sure to get back with you within 2-3 business days.

No, you do not. Thanks to technology, you have the option of filling out all of our required documents, submitting information, and receiving correspondence from our team all online using the link here on our website. You can also come in and drop off your documents. Before leaving, we will need to make an updated copy of your license and any Social Security Cards of dependents that will be used for that year if they are new or we do not have the most updated copies in our files.

ALL TAX FORMS (W-2s, 1099s, 1098-MORTGAGE INTEREST STATEMENT, PROPERTY TAX FORMS, CHARITABLE CONTRIBUTIONS, 1095--A,B,C), income and expenses for any businesses that you had throughout the year (WE HAVE A FORM THAT CAN BE USED FOR BOTH IN THE DOCUMENTS CENTER).

-Social security cards or TIN letters for all persons on your tax returns (DEPENDENTS).

-EIN Numbers for any and all businesses that will be included on your returns.

-Picture ID (such as valid -driver's license) for you and/or your spouse.

From that current tax year to as far back as 10 years is as far back as we are allowed to go per the IRS. We will need all appropriate documents and information in order for us to do so.

We would love for that to be the case, but it is based on the tax program, fees for that year, and how many forms you have to input. With the costs rising all around us, we do always try and take into consideration our clients and what would be the most cost-efficient route for all of us.

Usually we try and complete taxes as fast as a week, but at most, you can expect bewteen a 3-4 week wait, as appointments are still happening during office hours.

--Copy of Bank Statements (Jan-Current or the month the business account was opened-current)

--Copy of EIN (Given by the IRS)

--Information for banking (login and password) so that we can log in monthly without hesitation to print statements and complete the bookkeeping for the month as soon as possible.

--Voided Business Check
--EIN Letter (Given by IRS)

As a courtesy to our scheduled clients, ONLY clients with appointments will be seen during tax season. During regular business hours, if there is no appointment at the time of your visit, we will try to accommodate you accordingly or schedule an appointment for you as necessary. Please feel free to call us at 225-448-2988 to book an appointment.