top of page
Tax Services

Services

Taxes by Pat provides a variety of different tax services that will fit each individuals needs. If you have any further questions, please visit us here.

 

  • Tax Preparation

  • Tax Planning 

  • E-file included

  • Taxing Authority Letters

  • Unfiled tax returns

  • Simple to complex returns; City, State, Federal

  • Free review of last three years of taxes

  • Estate and Gift tax returns

  • All 50 states

 

 

Tax Documents

  • W-2

  • Interest & Dividends

  • Brokerage Statements

  • Alimony

  • Pensions, /Annuities

  • Unemployment

  • Social Security

  • IRA withdraws/IRA rollover

  • Lottery, Prize and misc. income

  • Itemized Deductions:  Medical, Estimated: state & Local Payments, Real estate taxes, mortgage interest, charitable contributions.  Employee Business expenses. (Auto)

  • Small Business /Sole Proprietor  

  • Rental/Sale of Business property

  • Moving Expenses

  • Student Loan (1098E)

  • Education (1098T)

  • Child Care

  • Adoption Expense

  • Estimated payment info

 

 

bottom of page