Individual Income Tax Preparation in Woodstock GA

Get the Refund You Deserve!

Did you prepare your own tax return last year?  Did you overpay the IRS?  Did you underpay the IRS and potentially owe back taxes, penalties and interest?  Did you prepare all of the forms accurately?  Are you at risk of an IRS audit?  These are questions that many individuals ask themselves each year after filing their taxes.  But there is a better way.  Hire a CPA, a professional tax advisor, to prepare your federal 1040 and state returns.

As a CPA with over 25 years experience, Jeff Jackson is a tax professional with a long history of helping clients reduce their tax obligations via tax planning strategies.  For many clients, the biggest tax savings strategy is documenting their legitimate, allowed tax deductions such as mileage, charitable deductions, and unreimbursed business expenses.  The goal of individual income tax preparation is to reduce the total tax obligation, claim all deductions allowed under IRS code, and maximize the refund.  The goal of individual tax planning is to reduce taxes in future years.

The Tax Preparation Process

Not all taxpayers are the same and as such, the CPA firm offers three methods of preparing clients' tax returns to meet the clients needs and time constraints: Tax Appointment, Drop-Off, and Virtual.

Tax Appointment..  Most clients schedule a tax appointment where we will review your prior year income tax returns in addition to your tax documents such as W-2s, 1099s, itemized deductions, child & dependent care expenses, rental properties, etc.  Visits take 30 minutes to an hour.  Upon conclusion of the appointment and receipt of your tax documents, firm personnel will prepare your federal 1040 and state returns.  Tax returns are usually completed within 48 hours.

Drop-Off.  Many clients and especially returning clients elect to use the drop-off service.  With drop-off, you will complete a tax questionnaire and organize your tax documents.  You'll call to schedule a time to drop-off your tax documents and bring them by at that time.  Tax returns are usually completed within 48 hours.

Virtual.  Clients, especially the tech savvy, are increasingly using the virtual tax professional service.  With the virtual tax service, clients will complete a tax questionnaire and send it along with their prior year tax returns and current year tax documents via fax, email, or the firm's secure portal.  If there are any questions during the preparation, firm personnel will call or email you.  That's it!

Whether you select a tax appointment, the drop-off or virtual service, you''ll receive the same high-quality professional service.  In addition, the firm offers free electronic filing of all individual tax returns.  All clients can receive a paper copy or PDF copy for their records.

What You'll Get

  • A CPA tax professional with 25 years experience on your side
  • An electronically filed tax return that will result in faster refunds
  • Tax savings ideas for the upcoming year.
  • Paper copy or PDF copy of your return including all supporting schedules
  • Peace of Mind that the return is accurate

Forms and Schedules

Some of the forms and schedules prepared for individual tax returns include:

  • Form 1040 - Individual income tax return
  • Schedule A - Itemized Deductions
  • Schedule B - Interest and Ordinary Dividends
  • Schedule C - Profit or Loss From Business
  • Schedule D - Capital Gains & Losses
  • Schedule E - Supplement Income & Loss (Rental, S-Corps, Partnerships)
  • Form 2441 - Child and Dependent Care Expenses
  • Form 2106 - Employee Business Expenses

As a sign of appreciation for the work our public servants do, the firm of Jeffrey L Jackson CPA offers discounts to Police Officers, Fire Fighters, Rescue Personnel, and K-12 teachers.  The firm also offers discounts for first-time clients.  Click here for a list of TAX PREPARATION COUPONS.

Call Jeff Jackson at (678) 919-1250 to schedule an appointment or to request additional information.