We have over 20 yrs experience in the field of income tax preparation and the bookkeeping that is required to complete a tax return. We have the experience to do all business related tasks from answering your phone to keeping you out of trouble with the IRS.
We can prepare your personal tax returns no matter what your location nationwide, without you ever leaving the convenience of your home. You can provide the information to us by completing the organizer below and mailing or e-mailing it to the office. Please contact us for information to provide for partnership, corporation and estate tax returns.
Please also include your e-mail address. You will receive a confirming e-mail that the data has been received. After we have reviewed your data, we will e-mail you to request any additional information we may require or to set up a convenient time for a teleconference to discuss your information. Upon completion of your tax returns, we will e-mail you a summary of the results including an explanation of those results. Once you have confirmed receipt of the summary and made payment arrangements, we will mail your returns or they may be picked up at our office.
Read and agree to our Tax Services Engagement Letter.
Gather your data: Go to the organizer (below) and print the individual pages you need. You can either email taxhelp@jandmtaxes.com, fax 636-773-5559 or call and get address to mail the organizer pages to our office Office Phone 702-524-4679 or 702-521-8952
We suggest that you mail originals of tax information forms, such as W-2's, 1099's, and K-1's (from partnerships, LLC's, S-corporations, and trusts). We will return original documents. Also include attachments to the forms, such as the amount or percentage of U.S. Government or tax exempt interest or dividends. Quit often, we can spot important information that you missed.
If you want a no-obligation quote before work begins on your returns, simply indicate "Please Quote" .
Payment must be received before returns are delivered. You will receive an invoice via e-mail, and a paid receipt with the tax return.
This organizer is intended for new clients only. If we prepared your tax returns last year, please use the special, customized tax organizers that we mailed to you. It contains important historical data from prior year returns, and it requests data only from the forms and schedules that apply to your particular financial situation.
By continuing beyond this page, and specifically by submitting tax data to J & M Complete Tax Service, you stipulate that you have read all of the preceding paragraphs, and that you agree to the terms and conditions outlined therein.
