Taxes made simple.
For a detailed description of the services we offer and how we are making it simple, please see below.
To view our fee schedule, please click here.
To view our fee schedule, please click here.
Tax Preparation
Tax Preparation starts with a straightforward easy to complete Organizer. Once you have completed the Organizer, forward it to us along with your supporting documents. Normally, your documentation will include some of the following:
Prior year tax returns - 2 years, federal and state. W2s and/or Pension statements. SSA1099 - Social Security Benefits statement 1099 forms - DIV, INT, MISC 1099 HC - Health Care statement 1098 - Mortgage/Equity line loan statement The Organizer will help us determine if other documents may be required. Having gathered your information, we will follow up with additional questions or requests if needed. It should not take us long to prepare your returns and our aim is to have them done within one week of receiving all your pertinent information. Once completed, we are just about ready to file your tax return. |
Tax Filing
Once we have completed preparing your tax returns we will forward you a review copy of your tax return and any forms that require your signature. These usually include state and federal e-file authorizations. You will also be invoiced at this point but only for the cost or preparing your tax return - we do not charge for filing your tax return.
Once the forms and payment have been returned we will e-file your tax return and provide you with a completed hard copy. We will also return any and all supporting documentation you provided. In some rare cases, we may not be able to e-file your tax return. If so, we will work with you to file a paper hard copy return. |
Tax Representation
Avila Tax Services was established by its owner shortly after completing the SEE exam and becoming an Enrolled Agent. As such, he has been admitted to practice before the Internal Revenue Service and is able to represent taxpayers in matters relating to tax audits, hearings and conferences.
With an Enrolled Agent in our ranks, our firm is better able to advocate for you when and if tax representation is needed. If you have a tax matter that you need to resolve, we may be able to help. Please don't hesitate to contact us. For more information on Enrolled Agents, please visit IRS.gov. The IRS does not endorse any particular individual tax return preparer. For more information on tax return preparers go to IRS.gov. |
Upton, MA 01568