Tax Preparation

Not only are we affiliated with one of the world’s largest tax service providers, H & R Block, we are one of the original franchises in the area and have highly trained professionals to help you. The success of our company lies in the personal relationships we have built with our clients. We value our clients and look forward in assisting you with your tax preparation needs.

Items to bring when you have your tax return prepared:

– Proof of identification
– Social security cards for you, your spouse and dependents
– Birth dates for you, your spouse and dependents
– Wage and earning statements (Form W-2, W-2G, 1099-R)
– Interest and dividend statements from banks (Form 1099)
– A copy of last year’s federal & state returns, if available
– Proof of bank account routing/account numbers for direct deposit
– Total paid for daycare provider and daycare provider’s tax ID#

You can always call our office with any questions or stop by if you need additional forms. You can also visit the IRS website for immediate assistance. Thank you.

Phone numbers to have on hand:

Internal Revenue Service: 1-800-829-1040
Social Security: 1-800-772-1213
Nebraska Dept of Revenue: 1-800-742-7474
Iowa Dept of Revenue: 1-800-367-3388