For your tax appointment, you should bring any documents or tax forms that were received from employers or other agencies (e.g., Form W-2, Form 1099 MISC, Form 1099-DIV, Form 1099-INT, Form 1098, etc.). Additionally, if you are self-employed, bring a copy of your year-end income statement and balance sheet. If those items are not available, please bring bank statements and receipts so our team can assist you in generating your financial statements. Finally, if you have additional documentation that may corroborate your financial statements, please feel free to bring that information to the meeting.

At Jen Wynters, we understand that everyone's tax situation is unique. That's why we offer two flexible pricing options to ensure you receive the best value for your needs: flat fees and contingent fees.

Flat Fees for Straightforward Returns:

For simple to moderate tax returns, we offer transparent flat fees. This means you'll know exactly how much you'll pay upfront, with no surprises. Our flat fees are based on the complexity of your return, usually determined by the number of forms and schedules required. This option is ideal for individuals with:

• W-2 income and standard deductions
• Limited investments and retirement contributions
• No self-employment or rental property income

Contingent Fees for Complex Situations:

For complex tax situations involving substantial deductions, tax credits, or potential IRS audits, we offer contingent fees. With this option, your fee is partially based on the positive outcome we achieve for you. This means:

• No upfront fees: You only pay a portion of your fee if we successfully secure you a tax refund or reduce your tax liability.
• Shared success: We're invested in maximizing your tax benefit, so our interests are aligned with yours.
• Transparency: We'll clearly explain the potential fee range based on your situation and tax regulations.

Which Option is Right for You?

When choosing the right pricing option, consider the following:

• Complexity of your tax return: If your return involves multiple income sources, investments, deductions, or business interests, consider a contingent fee.
• Risk tolerance: If you prefer predictability and budget certainty, a flat fee may be ideal.
• Confidence in our expertise: We're confident in our ability to navigate complex tax scenarios and minimize your tax burden.

No matter which option you choose, we can assure you of:

• Expert tax preparation: Our team of experienced tax professionals will ensure your return is accurate and maximizes your tax benefits.
• Personalized service: We take the time to understand your individual circumstances and provide tailored advice.
• Open communication: We'll keep you informed throughout the process and answer any questions you have.

Ready to discuss your specific situation and determine the best pricing option for you? Contact us today for a free consultation!

Absolutely yes! In many cases, we can process your return without you needing to be present at our office. Here are a few ways we can handle your return remotely:

Secure File Upload: You can conveniently upload your tax documents through our secure online portal. Simply scan or take photos of your tax forms and receipts, and upload them directly to your dedicated portal.

Email Correspondence: No scanner? No worries! You can email us your tax documents directly. We recommend using a password-protected file format for added security.

Virtual Meetings: Prefer a face-to-face interaction? We can schedule a virtual meeting through video conferencing platforms like Zoom or Google Meet. This allows us to discuss your tax situation and answer any questions you may have, all from the comfort of your own home.

Phone Consultations: If you have a more straightforward return, a simple phone consultation may be all you need. We can gather your information, discuss your deductions and credits, and answer any questions you have over the phone.

Of course, there may be certain situations where your presence is required, such as if you need to sign original documents or have complex tax issues that require in-person discussion. But in most cases, we can handle everything remotely, saving you valuable time and ensuring a smooth and efficient tax filing process.

Here are some additional benefits of filing your return remotely:

• Convenience: No need to travel to our office or wait in line.
• Flexibility: File your return on your own schedule, 24/7.
• Security: We take data security seriously and use industry-standard encryption to protect your information.

If you have any questions about our remote filing process, please don't hesitate to contact us. We're here to help you file your tax return with ease and accuracy!

We Got You Covered: Filing State Returns in All 50 States!

No matter where you call home in the U.S., we're here to help you navigate the sometimes-murky waters of state tax returns. That's right, we have the capability to file returns for all 50 states and the District of Columbia!

But how do we ensure accuracy and compliance across such a diverse landscape? We've got a three-pronged approach:

1. Deep Expertise: Our team of tax professionals possesses a wealth of knowledge and experience specific to each state's tax code and regulations. We stay up-to-date on the latest changes and nuances, ensuring your return is filed correctly and maximizes your potential refund.

2. Cutting-Edge Technology: We leverage sophisticated tax software that's constantly updated with the latest state tax rules and forms. This powerful tool not only streamlines the filing process but also helps us identify potential deductions and credits you might miss.

3. Collaborative Network: We partner with a nationwide network of state-licensed tax professionals who provide additional expertise and local insights. This collaborative approach ensures we have a finger on the pulse of each state's tax landscape, no matter how unique.

So, whether you're a seasoned resident of California or a recent transplant to Maine, you can rest assured that we've got the knowledge, tools, and resources to handle your state tax return with confidence. We'll take care of the paperwork and calculations, so you can focus on what matters most.

Here are some additional benefits of choosing us for your state tax filing needs:

• Convenience: File your federal and state returns together for a seamless experience.
• Accuracy: We double-check and triple-check every return to ensure its accuracy and maximize your refund.
• Peace of mind: Relax knowing your taxes are in the hands of qualified professionals.

Ready to ditch the tax filing stress? Contact us today for a free consultation, and let our expertise guide you through a smooth and successful state tax filing journey!

We're proud to be your one-stop shop for all things tax, no matter where you live in the U.S. So go ahead, explore the great American landscape, and leave the tax filing to us!