Income Tax Return Preparation Services Available at MS Savings Solutions
FREE Consultation – Information and consultations are ALWAYS FREE at MS Savings Solutions.
FREE Copies – At any time you get copies of your paid tax returns for FREE. IT”S THE LAW!
Electronic Refund Check/Deposit (ERC/ERD)
Year Round Support – Our office is open year round to serve your needs.
Correspondence Assistance – We will help you handle All IRS and NY State tax return correspondence that you receive, including audit letters, and inquiries about your tax return.
Audit Assistance – If the IRS audits you for a return we prepared, we offer legal service memberships which will enable you to have legal representation and assistance during the audit procedure. (Membership fee Apply)
Accuracy Guarantee – Our office will give you the most accurate return and the largest refund legally possible.
Satisfaction Guarantee – Our office guarantees service 100%
HOW DO YOU WANT YOUR MONEY?
Electronic Filing (Mandatory)
Go Electronic- E-filing with MS Savings Solutions offers the most up-to-date and rapid processing of your tax return. MS Savings Solutions Tax Service is an authorized IRS E-filer.
Electronic Filing (E-File) 15-22 days (checks mailed) 8-15 days (direct deposit); electronic filing of tax return with IRS; funds available through check mailed or direct deposit. By sending in your taxes to the IRS or your state’s Department of Revenue electronically, you jump ahead of the line when it comes to processing those returns. E-filing ensures that your tax returns are filed the fastest way possible, and arrive in a format easy to process.
Fast tax return delivery + ready-to-process returns = QUICK REFUNDS!
More than just getting your tax returns in quickly, E-filing allows for speedy refund delivery. Typical mailed in returns can expect refunds within 15 – 22 days after the IRS accepts and processes your return. You’ve waited all year to get your refund, why wait another month?
E-filing is fast and accurate; our tax preparation software is specially engineered to be headache-free and we guarantee your satisfaction.
Don’t wait another month to get your tax refund. E-file today!
BANK PRODUCTS = NO OUT OF POCKET COSTS:
Electronic Refund Check (ERC) or Deposit (ERD) 8-15 days
You can pay your tax preparation fees with your refund! With an ERC your refund check minus all fees can be picked up at our office through paper-check or with an ERD, your refund money less all fees is direct deposited into your bank account. NO EXTRA COST FOR DIRECT DEPOSIT!
All original documents are required if tax payer decides to have their return prepared by MS Savings Solutions Tax.
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
Date of Birth:
Social Security Card IITIN/ATIN:
Last Year’s Tax Return:
Valid Driver’s License or Valid Govn’t ID: (expired ID is NOT acceptable)
INCOME AND TAX INFORMATION:
Interest (1099- INT or substitute)
Dividend Slips (1099-DIV or substitute)
Taxable Refunds, Credits, or Offsets (Prior Year Tax Returns)
Alimony received (Legal Doc)
Self-Employment / Business Income and Expenses (1099-Misc)
Capital Gain or Loss & Other Losses
IRA or 401K Distributions (1099-R)
Pensions and Annuities (1099-R)
Rental Income and Expenses
Royalties, Partnerships, S Corps, Trust, etc
Unemployment Compensation (1099-G)
Social Security Benefits or Railroad Retirement (SSA-I 099 or RRB-1099) (1099-SSA)
Any other source of income
Sale of any Business Assets
Gambling or Lottery Winnings (W-2G for some winnings)
State Income Tax Refund
Estimated Taxes Paid
Miscellaneous Income (1099-MISC)
Health Savings Account
SEP, Simple & Qualified Plans
Self employed Health Insurance Deduction
Student Loan Interest
Tuition & Fees Deduction
Medical & Dental Expenses
Taxes Paid, State & Local Taxes, General Sales Taxes, Real Estate or Personal Property Taxes
Interest Paid, Mortgage Interest, Points, Qualifies Mortgage Insurance Premiums, Investment Interest
Casualty & Theft Losses
Unreimbursed Employee Business Expenses, Vehicle expense, Job Travel, Parking fees, Tolls & Transportation including train & bus * CAN NOT include commuting to and from work, Meals & Entertainment, Union Dues, Job Education.
Prior year Tax Prep Fees
Other Expenses, Investment Expense, Safe Deposit box etc
TAX CREDITS/ PAYMENTS
Child & Dependent Care Credit * Must provide Provider Name, Address, EIN Number (EIN) or SS#
Education Credits (1098-T)
Retirement Savings Contributions Credit
Child Tax Credit (Child under age 17)
Estimated Taxes paid
Earned Income Tax Credit (EITC) *MUST QUALIFY*
First Time Homebuyer Credit (HUD Form or DEED)