Tax Prep - Company Drivers
This page is for Company Drivers (W2 employees only).
Everything on this page is designed to help company drivers prepare to have their annual taxes prepared and filed. Since the tax laws have changed and have simplified the process for both you and us, we have lowered our price and kept it there since the laws were in effect.
Service Fee: $250.00
There is a $5.00 charge to mail a paper copy of your corporate or personal return to you.
Our process begins with the tax organizer.
This online form, when filled out, will provide us with your personal information and tax information required by the IRS. After completing the form, please press the “Submit” button at the bottom of the last page and we will receive a copy instantaneously.
Additional documents we may need:
Once you have sent the tax organizer, we will need copies of your tax documents. Below you will find a list of possible documents.
It is not necessary to send any receipts or back up documents that detail the deductions you entered into the tax organizer.
If you are a first time client you must send us a copy of your previous year’s tax return
W2 (Remember, if you have any 1099s do not fill this form out, you have to go here)
Loan Documents
Pension/IRA or investment documents
Insurance form 1095 which you have received from the marketplace
Any correspondence marked "Important Tax Documents"