Personal Income
Tax Preparation
Financial Assist provides a
personal Income Tax preparation service. This service is available to anyone, not only to
clients who use other services.
Financial Assist takes great
pride in the quality of the tax returns it prepares. Each tax return is independently
reviewed for accuracy and completeness by a second preparer, prior to final assembly and
distribution.
It is the client’s
responsibility to retain all documents, cancelled checks and other data that form the
basis of their income and deductions. Financial Assist prepares returns based on original
source documents, or copies of source documents, supplied by the client.
Financial Assist prepares
Federal and State Personal Tax Returns (Form 1040) only. Estate Tax Returns (Form 1041)
will also be prepared, as necessary, in support of our clients.
