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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