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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.

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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.

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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

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*Other documents you might need :

  • Family

  • Income sources

  • Work expenses ( not previously reimbursed)

  • State & Local taxes

  • Savings & Investments

  • Real Estate

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  • Consultation
    Scheduled Phone Consultation $50.00 Per Hour
    1 hr
    50 US dollars
  • Student
    Minor 18 or under or College Student $65.00+ and up
    1 hr
    $65.00+ and up
  • Single
    Single Adult Filer $235.00
    1 hr
    235 US dollars
  • Head-of-Household
    Head-of-Household Starting at $295+ and up depending on forms
    1 hr
    Prices Vary
  • Married Filing Jointly
    Married Filers Filing Jointly $345+ and up depending on forms
    1 hr
    Prices Vary
  • Married Filing Separate
    Married Filers Filing Separate $315+ and up depending on forms
    1 hr
    Prices Vary
  • Business Owner
    Filers with a Business (Schedules) $315+ and up depending on forms
    1 hr
    Prices Vary

Tax & Financial Services

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Bless'd 2 Bless You

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