Tax Preparation

Accurate, secure, and stress-free filing — for individuals, families, and self-employed clients.Serving Bethlehem (30620), Winder, Monroe, and surrounding Barrow/Walton/Gwinnett areas.

Services We Provide

  • Individual Tax Returns (Form 1040)

  • W-2, 1099 (NEC/MISC/K), and mixed-income returns

  • Family / dependent-related credits

    • Child Tax Credit (CTC)

    • Additional Child Tax Credit (ACTC) (refundable part of the CTC, if eligible)

    • Credit for Other Dependents (ODC)

    • Earned Income Tax Credit (EITC)

    • Child & Dependent Care Credit

    • Adoption Credit

  • Self-Employed & Gig Worker Returns (basic small business / Schedule C)

  • Education (1098-T), Retirement (1099-R), Unemployment (1099-G)

  • Multi-year filings (current + prior years, as needed)

  • ITIN Application & Renewal Processing (IRS Form W-7)

In-Office Clients: What to Bring/Remote Clients: What to Upload (Tax2Go Portal)

Identification

  • Government-issued photo ID

  • Social Security cards or ITIN letters for you, spouse, and dependents

  • Date of birth for everyone on the return

  • IP PIN (if issued)

Income Documents (as applicable)

  • W-2s

  • 1099-NEC / 1099-MISC / 1099-K

  • SSA-1099, 1099-R, 1099-INT/DIV, 1099-G

  • Business income/expense summary, mileage log (self-employed)

Other Common Items

  • Prior-year return 

  • Bank routing/account number for direct deposit

  • Childcare provider info (if claiming childcare credit)

  • Health insurance forms (if applicable)

Secure Document Upload Notice

To protect your privacy, do not send tax documents or ID information by email or text.
We use a secure, encrypted Tax2Go link for document upload and client communication when applicable.