SERVICES WE OFFER
Personal, business, back taxes, amendments, estate taxes…here at Elite 8 Tax & Financial Services we do it all. Our teams of tax and finance professionals are thoroughly trained and stay current with continuous training and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field. We are available year round to service your personal and business needs.
Things to Bring for Tax Preparation
To ensure the highest quality of tax preparation, we recommend bringing the following information with you to your appointment.
EMPLOYMENT & INCOME DATA
- W-2 forms for this year
- Unemployment compensation: forms 1099-G
- Miscellaneous income including rent: form(s) 1099-MISC
- Pensions and Annuities: form(s) 1099-R
- Social Security Benefits: form(s) SSA 1099
- Partnerships & S Corporations: Schedule K-1
- State and Local Income Tax Refunds: form(s) 1099-G
- Gambling and Lottery winnings: form W-2G
- Interest Income: 1099 INT
- Social Security Cards (including self, spouse & children)
- Driver License or ID Card
- Child Care Provider: Name, Address, Tax ID# or SSN, & amount paid
- Education Expense: 1098 T
- Prior Year’s Taxes
- Student loan interest paid
- IRA contributions
- Early withdrawal penalties
- Moving expenses
Entity Implementation and Business Services
What does your business need? More than anything it needs you. Let Elite 8 Tax & financial services do what we’re great at, so you can get back to being great. From helping form your business structure to management strategies, even bookkeeping and tax reporting, we take on the tedious details of doing business so you can focus on doing great business. Call for a custom business suite package for your organization today.
Don’t limit yourself to cookie cutter policies. Elite 8 Tax & Financial Services non-captive status allows us to represent more than fifteen of the top insurers in the nation. Eliminate the pressured sales pitch. Complete the Financial Summary Review and one of our agents will schedule a FREE consultation.
Master the Elite 8 Steps to Financial Freedom. This is not credit counseling. It’s financial behavioral reform. Complete the form below to set an appointment with one of our Wealth Building Coaches.
- Do you have a REAL plan for the rising Education Costs?
- Are you concerned about outliving your Retirement Savings?
- Do you have a plan to ensure Health Care doesn’t wipe out your Savings?
- Are you protected against Excess Taxation at Death?
- Have you had significant life Changes since your last Life Insurance review?
- Are you interested in building Generational Wealth?
If you’ve answered yes to three or more of these questions, let us put you on the road to financial freedom.