Affordable Tax Service is a full-service tax preparation company which can handle all your tax needs. Our team includes tax counselors/advisers, CPAs, tax attorneys who, between them, can handle all your tax-related needs. Members of our team have worked for, or trained by, bigger tax companies such as HR Bloc, Jackson Hewitt. We have special expertise in handling tax returns and issues of military-men, students, international students, and small businessmen.
Actually, this is another reason why you should choose Affordable Tax Service over other tax prep companies. Although our tax prep experts are as good oreven better than at any other tax prep company, Affordable Tax Service e-files/files your tax returns at really affordable prices. We charge $49.00 (both Fed/state) onlyfrom students (non-business) with unlimited income forms (such as W-2 and 1099). From students (married filing jointly), we charge $59.00only. More than 95 percent of our clients (individual taxpayer/spouse with unlimited children and income forms) pay just $99.00 or less for both Fed/state ($20 for each additional state). Our plans for smallbusinessmen(Schedule C included) start at $199.Call (571) 325-8005 for no obligation free consultation or to schedule your appointment!
No worries. We will verify your identity in some other way. You can send us your documents by email or, more securely, through our client portal.Pls call/text or email for more information (571) 325-8005 or info@affordabletaxes.us.
The most important document is our completed Intake/Interview Sheet.Click here to download it! The other documents you need to bring with you include
1 – State-issued IDs such as driver’s permit/license or state ID or passport for everybody on the return
2 – Social Security Cards of everybody (Taxpayer + Spouse + children + dependents) on the tax return
3 – All income statements such as W 2, all 1099 versions, and other forms/details of your income.
4-Mortgage InterestStatement (Form 1098)
5 – Tax-deductible donations receipts
6 – All student loan and/or interest statements such as Tuition and/or Interest Statements (Form 1098-T and/or 1098-E)
7 – Evidence of Health insurance forms such as 1095-A
8 – A photocopy of a check (if you want to receive your refund as a direct deposit or if you want the IRS and/or state revenue department to direct debit the taxes you still owe them.) The account must be in the name of the taxpayer or, if married filing jointly, a joint bank account with your spouse. If you do not provide the photocopy of a check, you will receive a paper check. If you owe the IRS or state revenue department, you will have to write and mail a check to them or pay online. If you don’t, you will receive a notice and/or a bill. We always recommend direct deposit and/or direct debit.Pls bring these documents and their copies when you come to our office. You can/should copy small documents on the same page like state-issued IDs, Social Security Cards and check on the same page.If you are mailing or emailing your documents to us, please do include the signed Form 8879 (https://www.irs.gov/pub/irs-pdf/f8879.pdf ) with your documents. Please call us for help to fill it online and print!If you are a new client, a copy of the previous year’s return may be helpful.
We will file W-7 on your behalf to apply for an IRS individual taxpayer identification number (ITIN). An ITIN is a nine-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required for U.S. federal tax purposes to have a U.S. taxpayer identification number but who do not have and are not eligible to get a social security number (SSN). You can also use this form to renew an existing ITIN that is expiring or that has already expired. There is no fee for this service if we file/efile your return.
No worries.We will complete W-4 (to determine your tax withholding more accurately) for youwhile we prepare your tax return(at a nominal fee of $5.00). You can hand over this form to your employer.
Yes but there is a convenience fee. In order to keep our prices low, we accept only cash or checks. The checking account must be in the name of either the taxpayer or the spouse or any other adult on the tax return. We do accept payments through free services such as Venmo or Zelle. Remember there is a fee for every returned check. If you prefer paid services such as PayPal or credit/debit cards, you pay a convenience fee at 3-5 percent of the amount.
Yes. If you pay full fees for preparing/e-filing your tax return, we give you either electronic (by email)/flashdrive or paper copies, or both for free. If you get a discount, we still give you electronic copies for free. If you lose them, there will be a nominal fee for the duplicate copies.If you want us to give you copies on a flash drive, you either provide us a new/packed flash drive or $10.00 for a new flash drive. We do not accept used/unsealed drives because they may be infected with malware. If you want us to mail the flash drive, there will be an additional cost for mailing/shipping, depending on the shipping method you choose.
Yes, that is possible. One of the three banks our company works with can payour fee in advanceto us and the remaining refund to you for a fee. It will be a separate agreement between you and the bank. But, this depends on your creditworthiness.
Yes. You shouldimmediately file a tax return for the past years to avoid severer penalties from the IRS/state tax departments. We can help you file tax returns for any missed years.
You have three years to amend your tax return with both IRS and most state taxation departments if you detect a mistake. We can always help you.
If you want the price low, we recommend you do your own accounting before you hire us to file your return. However, if you cannot do that for any reason, we can do the accounting (for tax purposes only) for a nominal fee of $50.00 /hour.
Yes. We can help you in such cases as well. Please call (571) 325-8005 for no obligation free consultation or to schedule your appointment to discuss the notice. Although we take extreme care to avoid any mistakes, there is always a remote possibility of making a mistake. If that happens, we will file the amendment for free if the mistake happens because of oversight on our part. If the mistake is because of your oversight, you will have to pay full fee again. That is why it is important that you carefully read your return and make sure all the forms/schedules have been added to the return before it is e-filed/filed. When you read your return, please pay particular attention to personal information and income. Remember if you have someone prepare your return, you are still responsible for the correctness of the return. It is equally important that you check your personal/income information on the income or health insurance forms as soon as you receive them from your employer/s. If you find any mistake, please go back to your employer/insurer to have it corrected. Your employer and insurer are supposed to report the corrections to the IRS.
If you change your name for any reason, be sure to report the change to the Social Security Administration (SSA) before filing your return. This prevents the rejection of the return when we e-file it or delays the processing your return and issuing refunds. It also safeguards your future social security benefits.
If you move after filing your return, please immediately notify the IRS of your new address. In many cases, IRS/state taxation departments’ mail is not forwarded. We can help you with this.
Please write your check in the name of V. J. Accounts & Taxes L.L.C.
