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Items needed to prepare YOUR tax returns
Here's a summarized list of information I'll need for your tax preparation:
Items needed to prepare YOUR tax returns
Here's a summarized list of information I'll need for your tax preparation:
1. All income statements (W-2s, 1099s, etc.). If you are self-employed, provide your gross receipts, total earnings for the year, and all your expenses. Also, include your Employer Identification Number (EIN) or the complete name of the business. If you have any side hustles that generate income, please let us know as it could potentially help reduce your tax liability and result in a higher refund or prevent you from owing.
2. Dependent information: Full name, Social Security Number (SSN), and date of birth (DOB) of children, parents, nieces/nephews, boyfriends, etc.
3. ID information: Driver's license number or state ID number with expiration date, issue date, and state of issuance. (For e-file only)
4. Banking information: Account type (checking or savings), routing number, and account number.
5. Adjusted Gross Income (AGI) for the previous year or copy of previous year return. (For e-file only)
6. Current telephone number, email address, and physical address.
7. DOB and SSN of primary and secondary taxpayers, if applicable.
8. Indicate whether you rent or own your place of residence. If you own, provide a mortgage statement from the lender. For Indiana residents, also include the monthly rent amount, number of months rented last year, landlord's name and address, and/or property taxes paid.
9. If you are not an Indiana resident, please inform us of any unique credits specific to your state.
Email documents to: latrina@pgtaxservice.net
This email can also be used to send payment via Zelle & PayPal
Note: Even if we filed your tax return last year, we still need this information as your circumstances may have changed in the last 365 days.
Thank you for your cooperation!
I appreciate YOU! ❤️💚🖤🙌🏾✨️
Preparation Fees
Preparation Fees
Personal Tax Returns
Individual Returns:
$250Individual Returns for High School & College Students:
$95/$125Amendment Returns: $200
- *fess above start at this amount.
Business Tax Return
Business Returns (1099’s):
$3001065 Business Returns:
$850Consultation Services:
$50/hour- Complete & send 1099’s to contract laborer’s:
$50 per 1099
*fess above start at this amount.
Legal Document Preparation
Child Support:
$300Divorce:
$385Civil Suit Filing:
$275EIN (employer identification number) application:
$75
- *fess above start at this amount.
5 Filing Statuses
5 Filing Statuses
Here’s a list of the:
Here’s a list of the:
Single. Normally this status is for taxpayers who aren’t married, or who are divorced or legally separated under state law.
Married Filing Jointly. If taxpayers are married, they can file a joint tax return. If a spouse died in 2016, the widowed spouse can often file a joint return for that year.
Married Filing Separately. A married couple can choose to file two separate tax returns. This may benefit them if it results in less tax owed than if they file a joint tax return. Taxpayers may want to prepare their taxes both ways before they choose. They can also use this status if each wants to be responsible only for their own tax.
Head of Household. In most cases, this status applies to a taxpayer who is not married, but there are some special rules. For example, the taxpayer must have paid more than half the cost of keeping up a home for themselves and a qualifying person. Don’t choose this status by mistake. Be sure to check all the rules.
Qualifying Widow(er) with Dependent Child. This status may apply to a taxpayer if their spouse died during 2014 or 2015 and they have a dependent child. Other conditions also apply.
Refundable Tax
Refundable tax credits are called “refundable” because if you qualify for a refundable credit and the amount of the credit is larger than the tax you owe, you will receive a refund for the difference. For example, if you owe $800 in taxes and qualify for a $1,000 refundable credit, you would receive a $200 refund. Dec 1, 2022
News You Need To Know
The IRS will start accepting electronic returns on Monday, January 27th, 2025. Any refunds that contain EITC= earned income tax credit or CTC= child tax credit will be released at the end of February. If you would like to check the status of your refund once the return has been accepted by the IRS, go to www.irs.gov and click Refund Status, or you can call 1-800-829-1040
Publication 15, (Circular E), Employer's Tax Guide - read more here
Publication 501 (2023), Dependents, Standard Deduction, and Filing Information - read more here
The Tax Expert
The Tax Expert
Welcome to the world of P & G Enterprises, where I, Latrina Jones, am at your service! Let me take you on an exhilarating journey through my extraordinary career. It all began in 1999, when I found myself working for the prestigious Internal Revenue Service while residing in beautiful Nashville, TN.
During my tenure with the IRS, I underwent rigorous training and became a certified expert in federal tax law and tax preparation. It was a transformational experience that laid the foundation for my flourishing career. In 2001, fueled by a passion for justice, I earned my Associates of Science in Criminal Justice, and I'm currently pursuing a degree in Human Services, expanding my knowledge to better serve you.
In 2005, the entrepreneurial fire within me ignited, and I boldly embarked on a new adventure by establishing my very own tax business. This was a pivotal moment where I could put my expertise and unparalleled dedication to work for you. My ultimate aim is to make your tax journey as seamless and advantageous as possible, guiding you towards the best tax solutions tailored to your unique needs.
So, let's embark on this extraordinary endeavor together. Join me on this exhilarating tax journey and experience the exceptional services that only P & G Enterprises, can provide. With my extensive knowledge of federal tax law and years of experience in tax preparation, I guarantee to navigate through the complex tax landscape with ease and precision.
But it's not just about numbers and regulations; it's about understanding you as an individual. At P & G Enterprises, we believe in personalized service that goes beyond the paperwork. We genuinely care about your financial well-being and strive to build long-lasting relationships based on trust and mutual success.
Whether you're a seasoned investor, a small business owner, or an individual seeking guidance for your personal taxes, I am here to empower you with the knowledge and tools to make informed financial decisions. Together, we will explore every avenue to identify the best tax strategies that will benefit you the most.
But don't just take my word for it. Join the countless satisfied clients who have entrusted their tax matters to P & G Enterprises and have experienced peace of mind, knowing that they are in capable hands. With our attention to detail, meticulous approach, and commitment to excellence, we have established a reputation for delivering exceptional results.
So, let me extend a warm invitation to you. Step into the world of P & G Enterprises, where your tax needs are not only met but surpassed. Discover the difference that a passionate and dedicated tax professional can make in your financial journey. Get ready to embark on an extraordinary experience that will empower you and lead you towards a brighter financial future. The adventure awaits!
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