Are you prepared?
Thank you for choosing CPD Intendant to handle your tax needs for 2022, we are looking forward to a continued relationship. In preparation for the 2023 tax year and optimizing your returns here are some things to keep in mind.
Please have the following documents to file
- W2 or 1099
- IRA Distribution or 1099 R
- Vehicle Milage
- Charitable giving
- Health Insurance Statement 1095A
- Unemployment 1099 G
- Business Exspense Report
- Mortgage interest 1098
- Childcare expense
- Student Loan Interest 1098 E
- Property Tax Statement
Fees
Filling fees are based on individual needs if additional forms are needed beyond the standard requirements.
Clients will be notified, and additional charges will be discussed.*990, 1065, 1120 fees are based on corporation revenue and grants awarded*Base fee for other services as a retainer, additional charges may apply
Payment is due at the time of service unless payment is deducted from refund. Additional bank fee will apply to payments deducted from refund.
Payment Options: Zelle, Cash App, PayPalRefund options: Direct deposit from IRS, CheckBank products: Refund advance, prepaid card
*All bank products include additional charges that will be determined at the time of service