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 Selection & Business Services
Your business entity has a large impact on your taxes and other liabilities. With our knowledge and expertise, you will always receive the most advantageous entity type for the functions your business performs. Other services include bookkeeping, payroll, tax reporting and business tax preparation. Purchase our Business Suite and save. Schedule your FREE consultation today.
Eliminate the pressured sales pitch. Using the appropriate links on our “Tax Tools and Tips” page, you can get quick easy quotes and sign up for the coverage that fits your needs and your budget. Home, auto, health, business, and event insurance is at your fingertips.
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.