• What we prepare

    Wages, salaries, etc. (Form W-2)
    Interest income (Form 1099-INT)
    Dividends Received (Form 1099-DIV)
    State Tax Refunds (Form 1099-G)
    Unemployment Benefits (Form 1099-G
    IRA Distributions (Form 1099-R)
    Pension Income (Forms 1099-R, RRB-1099, CSA-1099)
    Social Security Benefits (Form SSA-1099)
    Simple Capital Gain/Loss (Form 1099-B)
    Sale of Home (Form 1099-S) limited
    Self-employed income (Form 1099 NEC) limited
    Gambling Winnings (Form W-2G)
    Earned Income Credit
    Child Tax Credit
    Itemized Deductions limited
    Education Credits 1098
    State Tax Returns
    MO Property Tax returns (Circuit Breaker Program)

  • We will not prepare

    Schedule C with loss, depreciation or business use of home
    Schedule C expenses in excess of $25,000
    Day Care in home
    Complicated Schedule D (capital gains and losses)
    Form SS-5 (request for Social Security Number)
    Form 8606 (non-deductible IRA)
    Form 8615 (minor's investment income)
    Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
    Parts 4 & 5 of Form 8962 (Premium Tax Credits)
    Form W-7 (application for Individual Taxpayer Identification Number (ITIN))
    Farm Income
    Wash Sales
    Estate Taxes
    See IRS.gov VITA program for more detail