Oak Hill Bookkeeping & Tax services are primarily for Small Businesses. As CPAs, we have extensive experience preparing all types of tax returns, including Form 1040 – U.S. Individual Income Tax Return.
However, we are not high volume tax return preparers such as the national brand names you know, so unfortunately we cannot compete with their low fees for tax return preparation. If yours is a fairly simple tax return with W-2s for wages and interest earned statements on form 1099, we are likely not your preferred income tax return preparer.
Having said that, we do prepare and e-file dozens of individual tax returns each year, for people who wish to have CPAs prepare their taxes and also wish to maintain a relationship with those CPAs for peace of mind.
As our services are primarily for small businesses, where we always meet at their business location, we do not maintain a public office where you can wait while we prepare your taxes. Our clients drop-off their tax documents at our home office in Wayne, or email photos of those tax documents – then we prepare and e-file their tax returns – providing print-outs or PDF copies of the tax returns once the e-filing has been confirmed as accepted.
Our Tax Return Program
We use Intuit ProSeries desktop tax software for all our Tax Return Preparation. Intuit is also the publisher of the well known consumer Turbo Tax software and also QuickBooks, the most widely used bookkeeping software for small business. We have used Intuit ProSeries tax software for 20+ years for the preparation of hundreds of tax returns.
ProSeries tax software includes every possible type of federal tax return, supporting forms and schedules, and state tax return forms and schedules for all 50 states. This means we can handle any type of tax return preparation you throw at us. It also means its quite expensive to purchase each year – it is meant for tax preparation professionals.
ProSeries, despite its comprehensive nature, is a user friendly tax software to use, as long as the user is familiar with tax return preparation. For you, this means we can prepare your tax return(s) swiftly and efficiently, e-file directly in the software, and thus you get your refund (hopefully) sooner rather later.
Tax Return Documents
Naturally you will need to provide us with copies of ALL your Tax Return Documents – such as all your W-2s for job earnings, 1099s for other earnings, interest/dividends, any other 1099 statements, SSAs for social security income. You can deliver your tax return documents to us in the following ways –
- Hand deliver the original hard copy of your documents – which will be returned to you. Do not mail your documents.
- Scanned documents – if you have access to a scanner, you can email us scanned copies of your documents.
- Photo copy documents – you can take photos of your documents with your smart phone and email them to us.
Tax Return Completion and Payment Info
Once we have completed your tax returns, but before we e-File your returns, we will provide you with a draft copy for your review. Whether you choose to review the draft returns or not, we will require your approval before we can e-File your tax returns. Once your tax returns have been completed, approved by you and e-Filed, and we have received confirmation back that your e-Filed returns have been accepted by the applicable government authority, we will provide you with an invoice and payment for tax return preparation will then be due.
Once Payment is received (by check, PayPal or Zelle), we will provide you with copies (either print-outs or PDFs) of all your tax returns and well as giving back your original tax return documents.
The best way to Contact Us – send an email to [email protected] or text to 973-640-0812 to schedule a mutually convenient time for a Free Consultation about your Tax Return Preparation.