Feel the B2BU Tax Service Difference

New clients, download the  Tax Organizer Document by clicking the Download Here button below. This is used by new clients to gather their documents for submission, for processing.

Upload your documentation directly to our site by clicking the Upload Documents button below. By doing this clients will no longer have the stress of remembering to provide documents at the time of processing.

PREPARING FOR YOUR APPOINTMENT

Documentation:

  • W-2, earnings statement or pay stub for W-2 download

  • Driver's license(s) or State ID

  • Social Security card(s)

  • Last year's federal and state tax returns

  • Dependent information such as Social     

  • Security numbers and birth dates

  • Tax documents related to Medical and  

  • Educational expenses

  • Tax Prep Checklist

*Other documents you might need :

  • Family

  • Income sources

  • Work expenses ( not previously reimbursed)

  • State & Local taxes

  • Savings & Investments

  • Real Estate

  • Scheduled Phone Consultation $50.00 Per Hour

    1 hr

    $50
  • Minor 18 or under or College Student $65.00+ and up

    1 hr

    $65.00+ and up
  • Single Adult Filer $235.00

    1 hr

    $235
  • Head-of-Household Starting at $295+ and up depending on forms

    1 hr

    Prices Vary
  • Married Filers Filing Jointly $345+ and up depending on forms

    1 hr

    Prices Vary
  • Married Filers Filing Separate $315+ and up depending on forms

    1 hr

    Prices Vary
  • Filers with a Business (Schedules) $315+ and up depending on forms

    1 hr

    Prices Vary

Tax & Financial Services

Bless'd 2 Bless You

Theresia Keys-Carty

Phone: (214) 854-5404

Fax: (214) 540-9323

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