Prepare Your Taxes Without Visiting Our Office
Whether you're a returning client or filing with us for the first time, use our convenient checklist to gather the documents needed to prepare your individual income tax return.
Review note: Some dates, dollar thresholds, and form names below may need verification for the current tax year. Confirm details with our office before relying on them for filing.
(Employment-related expenses not covered by employer)
Send a check in the amount of $100 for a deposit. It will serve as the account information needed where your refund check will be directly deposited.
* Make check payable to John Vartanian, or Independent Tax, Real Estate and Mortgage Services, INC.
You can also send payment using PayPal on Independent Tax, Real Estate & Mortgage Services, INC. web site on the payment page or directly to JohnTheTaxMan@hotmail.com.
(If you use this option, send a voided check for direct deposit purposes. IT WILL SPEED UP THE PROCESS).
(Approximate time to complete a file is 1 to 2 weeks depending on when you send it in and the level of difficulty).
* Preferably before April 1st to make the April 15th deadline. (Confirm current filing deadlines with our office.)
1. We will call you to let you know we received your file.
2. During the entering process the preparer may contact you with questions.
3. After the file has been completely entered with all missing info, you will be called to go over the results.
4. We will then either fax or e-mail you the e-file forms (8879), which are to be signed and dated and sent back via fax, e-mail or mailed back before we can submit your file.
5. For more complicated income tax returns a copy of your entire return will be e-mailed to you for your review.
We prepare tax returns for self-employed individuals, independent contractors, freelancers, Uber and Lyft drivers, DoorDash drivers, and small business owners.
Expenses must meet applicable tax requirements. Our office will determine which deductions may apply to your situation.