Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.

New to Elite Bookkeeping and Accounting Services? 

Save time by completing the Client Information form found at the following link:

Client Information

 

To help you prepare for your tax preparation appointment, please click on the link below to access a listing of common tax documents and other pertinent information you should bring. 

Tax Document Checklist

 

Do you wish to itemize expenses?  Please complete the workseet below to allow for a more accurate account of your expenses. 

Itemized Worksheet