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At D&A Tax & Notary Service we believe in the value of the client's time. That is why we provide free pick-up and drop-off of our client's paperwork and checks. Your life is hectic enough why should you have to interrupt your life to get your 1040 tax return prepared. We also handle filing of past year tax returns, 1065 Business partnerships returns, Self-employed Schedule C forms, etc. Call or email to schedule your consultation and/or appointment today. We provide tax return preparation for clients that are not local to the South Florida area. Your documents can be emailed, faxed, or uploaded via our website and we will contact you to discuss your return. Payment can be made via our website or directly from the proceeds of your refund.
We offer Unique Services to suit your personal needs, as follows...
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Tired of feeling like only a number when you go to file your tax return. Here at D&A Tax & Notary Service, our clients are treated as the individuals they are. We conduct personal individual interviews to ascertain your specific tax situation (Single, Married, Head of Household, Dependant, Independant Contractor) and complete your 1040 tax return to best maximize your tax refund. Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contact.
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We are Authorized IRS E-file providers. With E-file your tax return will be filed electronically so you will get a refund back quicker. Rather than wait the up to 6 weeks for your check through the mail. Get Money Fast & Pay No Out Of Pocket Fees (All applicable tax preparation and loan fees are deducted from the loan proceeds. All loans are subject to approval by Republic Bank). NOW (Instant) Refund Check, 24 hr.(RAL) Refund Loan (via Check or ATM card), 7-Day Refund Check, 9-Day Direct Deposit, or ATM debit card. If you owe a balance, you can pay the IRS with your credit card or debit card and/or use an installment plan.
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Provide a overview of your W4 form to insure maximizing your withholding. Why give the IRS an interest free loan for up to 16 months.
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In addition, we will provide you with an individualized report of commonly overlooked deductions to limit your future tax liability.
Checklist of Items needed to have taxes prepared:
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Social Security Card(s)
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Driver's License(s)
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Dependents¦ Social Security Numbers & Dates of Birth
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Last Year's Federal and State Tax Returns Wage Statements - Form W-2
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Pension or Retirement Income - Form 1099-R
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Interest and Dividend Income - Form 1099-INT/Form 1099-DIV State Income Tax Refund Amount - Form 1099-G
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Social Security Income - Form SSA-1099
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Unemployment Income - Form 1099-G
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Commissions Received/Paid
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Information on sales of Stocks or Bonds - Form 1099-B
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Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
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Lottery or Gambling Winnings - Form W-2G
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Lottery or Gambling Losses
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Income and Expenses From Rentals
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Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1
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IRA Contributions
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Alimony Paid or Received
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Child Care Expenses & Provider Information
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Medical, Eye Care, and Dental Expenses
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Cash and Non-cash Charitable Donations
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Record of Purchase or Sale of Residence
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Mortgage or Home Equity Loan Interest Paid - Form 1098
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Real Estate and Personal Property Taxes Paid
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State or Local Sales Taxes Paid
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Non-Reimbursed Employment-Related Expenses
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Job-Related Educational Expenses
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Educator Expenses
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Tuition and Education Fees - Form 1098-T
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Student Loan Interest - Form 1098-E
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Casualty or Theft Losses
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Estimated Taxes
Books a Mess: No Problem!
If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.
