It’s that Time Again!
We are trained on the current tax laws and ready to work on your tax returns!
Our Staff is ready to assist you with your Income Tax Filing.
WHAT TO I NEED TO BRING?
Paperwork for All Sources of INCOME:
· Form W-2’s if you are an employee
· Form 1099-NEC if you are Self Employed
· Form 1099-R if you are retired and receive retirement income
· Form SSA-1099 If you received social security
· Interest (Form 1099-INT) If you have Interest Income
· Dividends (Form 1099-DIV) If you have Dividend Income
· Brokerage Statements If you have Investment Accounts Form 1099-B
· Rental Income and Expense information if you own rental properties
· A List of Any ESTIMATED PAYMENTS you paid for Tax Year 2024:
Type of Tax, Date of Payment, Amount of Payment
Must have Form 1095-A if you have Marketplace Health Insurance.
If you have Health insurance thru Healthcare.gov – this form is absolutely REQUIRED
ALL RETURNS DROPPED OFF MUST HAVE A COPY OF DRIVERS LICENSE FOR EACH TAXPAYER
DO I MAKE AN APPOINTMENT?
Here at Spencer Tax Service, we use a Drop-Off method.
No Appointments required, bring in your paperwork during the hours we are open.
We have a questionnaire to complete when you drop off paperwork.
Tax Returns are completed in the Order received (First come, First served)
Turn around/Completion time may vary.
IF You are a New Client to Spencer Tax Service, or we did not prepare your 2023 Tax Returns,
Please bring a COPY of PRIOR TWO YEARS Tax Returns.
WHAT RETURNS DO YOU FILE?
Spencer Tax will prepare the following returns as required:
· FEDERAL INCOME TAX RETURN
· OHIO INCOME TAX RETURN
· SCHOOL DISTRICT INCOME TAX RETURN
· CITY INCOME TAX RETURN
Federal, State and School District Income Tax Returns are E-filed (nothing to mail)
City Income Tax Returns are prepared, and returned to you ready to Mail.
ALL Original paperwork and Copies of all tax returns prepared are provided to you in a convenient Storage Envelope for your records.
** Reminder: Always keep copies of past year’s tax returns for (7) Years.
We charge $ 25.00 to provide Extra Copies
PLEASE ORGANIZE YOUR RECORDS!
Help us Help You in the Most Efficient Manner!
Please take ALL Forms OUT of the Envelopes! Unfold them and flatten them out!
Please bring ALL of your Paperwork ALL AT THE SAME TIME!!
PLEASE NOTE PAPERWORK DROPPED OFF AFTER MARCH 10TH
WILL AUTOMATICALLY BE PUT ON EXTENSION.
Additional Questions: Please call our Office at (330) 745-8324