Professional Personal Tax Preparation

in Tucker, GA

Tax season can be a source of stress and confusion. At Choice Insurance & Tax Group, we take the worry out of tax preparation. Our team of experienced tax professionals is dedicated to helping individuals and families in Tucker, Georgia, and the surrounding areas navigate the complexities of the tax code. We'll work with you to ensure your return is accurate, and we'll help you identify all the credits and deductions you're entitled to, so you can get the maximum refund possible.

Why choose us for your Income Tax Preparation?

  • Local Expertise: We are a part of the Tucker community and understand the specific tax implications for Georgia residents.
  • Accuracy and Attention to Detail: Our certified tax professionals are meticulous in their work, ensuring your return is filed correctly to avoid future issues with the IRS.
  • Personalized Service: We take the time to get to know you and your financial situation, providing a tailored approach to your tax filing needs.
  • Year-Round Support: We're not just here for tax season. We're available throughout the year to answer your tax-related questions and provide guidance.
  • Maximize Your Refund: We stay up-to-date on the latest tax laws and regulations to ensure you benefit from every available deduction and credit.
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What to Bring to Your Appointment

To make your tax preparation process as smooth as possible, please bring the following documents to your appointment:

  • Personal Information: A valid photo ID, Social Security cards or Taxpayer Identification Numbers (ITINs) for yourself, your spouse, and any dependents.
  • Income Statements:
  • W-2s from all employers
  • 1099 forms (1099-NEC, 1099-MISC, 1099-K, 1099-INT, 1099-DIV, etc.)
  • Unemployment income (Form 1099-G)
  • Social Security and retirement income (SSA-1099, Form 1099-R)
  • Deductions and Credits:
  • Mortgage interest statements (Form 1098) and property tax records
  • Records of charitable contributions
  • Childcare expenses (including provider's name, address, and Tax ID)
  • Education-related expenses (Form 1098-T, Form 1098-E)
  • Medical and dental expense records
  • Records of any estimated tax payments you made

Don't see your specific document on this list? Don't worry, just bring any relevant tax forms and we'll help you sort through them.


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Get Started Today with Your Income Tax Prep Today

Ready to simplify your tax season? Contact us to schedule an appointment. We offer both in-person and drop-off services to fit your busy schedule. We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.

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