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618-641-1739

Individual Tax Prep

Welcome to Individual Tax Prep

Individual tax preparation – federal form 1040. Most everybody will file this form. As they say, the two things certain in life are death and taxes. So you might be single, you might be married, you may have kids, you may not. Perhaps you work a standard job where you get a W2 issued at the end of the year, or, or maybe you have some independent contract work, where they’re issuing you a 1099. You may have children that need to file. You know, maybe they’re making some income, and you don’t know if they need to file. A lot of folks have questions about their college age kiddos. Do they need to file on their own? Do they file under you? These issues and more are going to be covered under individual tax prep.

Virtual Tax Preparation Steps

Step One: Ready to Get Started

Contact the office & let us know you’re ready to get started.

Step Two: Gather Information

Gather your tax documents. If this is your first time filing with Penny Pinch Tax, please locate a copy of last year’s taxes as well. Click here for a list of common items needed.

Step Three: Virtual Process

You will receive an engagement letter to review and sign, then an Organizer to fill out with all of the pertinent information.

Step Four: Deposit & Documents

Documents will need to be uploaded for us to evaluate & assign the best tax professional for you. A deposit will also be collected, so that we can get you in queue. Deposits vary based on the complexity of your tax situation.

Step Five: Tax Pro Assigned

You’ll be matched with a tax preparer that is the best fit for you.

Step Six: Set Review Appointment

You will receive a notice from TaxDome when it’s time to set up your review appointment. Prior to your review time, your invoice will be uploaded into TaxDome.

Step Seven: Gearing Up for the Review Appointment

Prepare for your review appointment:

  • Check TaxDome for your invoice amount.
  • Write down any questions you may have.

Step Eight: Zoom Review

During the review, we will walk through the tax return – so you can understand how we reached the bottom line. We will answer any questions you have as well.

Step Nine: E-Sign the Return

After the Zoom review meeting, we will upload the signature pages for you to electronically sign. If you are married and filing a joint return, both parties will need to sign — each person will need their own email address to log in to TaxDome and e-sign.

Step Ten: Filing – All done!

Once the review is complete, invoice is paid, and papers are e-signed, we will electronically file your tax return. Once we have the acknowledgements back from the Federal and State(s), we will send out an email through TaxDome to let you know. Please note, this may take 24 hours or longer due to slowdowns in IRS systems during busy times.

In-Person Tax Preparation Steps

Step One: Ready to Get Started

Contact the office to set up an intake appointment. You can call us at 618-641-1739 or email us. 

Step Two: Gather Information

Gather your tax documents for your drop-off appointment. If this is your first time filing with Penny Pinch Tax, bring a copy of last year’s taxes as well. Click here for a list of common items needed.

Step Three: Office Intake

At your appointment, we’ll sit down with you, confirm the information needed, and examine your tax documents. An engagement letter will be available for you to review and sign.

Step Four: Deposit

At the intake appointment, we’ll ask for a deposit. This amount will be applied to the final cost of your tax preparation. Deposits vary based on the complexity of your tax situation.

Step Five: Tax Pro Assigned

You’ll be matched with a tax preparer, and a review appointment will be scheduled.

Step Six: Tax Return Preparation Underway

While we prepare your tax return, keep an eye out for any emails or messages from us in case we need additional information or have questions.

Step Seven: Gearing Up for the Review Appointment

Prepare for your review appointment:

  • Check TaxDome for your invoice amount.
  • Ensure both parties are available to sign (for joint returns) or have a plan to complete the second signature.
  • Write down any questions you may have.

Step Eight: At the Review Appointment

At this appointment:

  • We’ll collect your payment.
  • Your Tax Pro will walk you through the tax return, explaining how we arrived at the final numbers.
  • We welcome and encourage any questions you have!

Step Nine: Sign the Return

You’ll sign a few documents that allow us to electronically file your tax return. For joint returns, both signatures are required before filing.

Step Ten: Filing – All Done!

Once the review is complete, the invoice is paid, and all signatures are collected, we will electronically file your tax return. We’ll notify you via email once we receive acknowledgements from the IRS and State(s). Please note, this may take up to 24 hours or longer, depending on IRS processing times.
TaxDome

Visit Our Office or Get in Touch

Office Hours

  • Monday 1PM - 6PM
  • Tuesday 10AM - 6PM
  • Wednesday Closed
  • Thursday 10AM - 6PM
  • Friday 11AM - 5PM
  • Saturday 10AM - 4PM
  • Sunday Closed

(618) 641-1739

hello@pennypinchtax.com

7100 West Main St
Belleville, IL 62223