Tax Preparation

• We do not charge by the hour or by the form

• The forms necessary to complete your tax return may vary from year to year as your situation changes

• We offer virtual and mobile tax services

• Fees starting at $200

DOCUMENTATION NEEDED

• W-2's, 1099's, and 1098's

• Current photo ID

• Social Security Cards for everyone

• Bank Account Information

• Last year tax return (if SDW Services didn't prepare them)

• IRS Pin (if applicable)

• School or medical documentation for dependants

FOR BUSINESS OWNERS (SELF-EMPLOYED, OR 1099)

in addition to the above list

• Bank Statements

• EIN Number

• Income Breakdown

• Expense List