shawstax@yahoo.com

If you or our your child attended college last year, you Must have a 1098-T form to claim education credits.  Many College offer these forms online.  

If you made a withdrawal from a 401K you must have your 1099-R Form.

We accept Cash or Check.  We do not take Credit/debit cards.

Our fee Can be taken from return with additional bank fee. 

​With NO upfront cost.

Residential credit is back for EVERYONE!! 

Even if you maxed out in the past. You can now qualify for new credit. Up to 30% of qualified expenses. Windows, Doors, Outside Insulation, furnace, and Hot water Heater.  Up to $1200 credit per year. No Lifetime limit.

Solar and Geo Thermo qualify for more.

If you have Market Place insurance you must have your 1095-A form.  If you have insurance through your Workplace or Medicaid you do not need your 1095-B or 1095-C.

​If you received payments from cash app, e-bay, amazon or any other online payment apps/websites you will receive a 1099-K for any payments over $20,000.  If you do not report income on your return, you may have to Amend Your Return at additional fees.  The threshold goes to $5000 in 2024 and $600 in 2025.

​If you have forms on your phone that you do not have paper copies PLEASE forward them to:​

If you are adding a dependent or are new, Please have ID & Social Security Cards.

What You Must Have

Please Note:

​What is New

If you received unemployment this last year, ​you Must have your 1099-G form from the State of Michigan. 

You must have all your W2 forms.  We must make a copy of it .  We can not use last paychecks.