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My Services

You and Your Business Matters

Personal Tax Preparation

Saving You Money

No matter what type of financial situation you have, I will provide personalized service that meets your tax needs. I serve clients within the United States in preparing both federal and state tax returns (as applicable).

Savvy In Services, LLC is a year round tax office. Please click the link below to get started with virtual tax preparation. If you prefer an alternative method please contact me directly. 

https://form.jotform.com/223608898041159

Required Supporting Documents 

To ensure the accuracy of all tax returns by Savvy In Services please ensure that the following documentation is provided as applicable. 

Required Documents to Upload as Applicable


  1. A valid Driver’s License/ID card for the taxpayer(s)

  2. Proof of Address: Utility Bill, Lease, Mortgage, or other mailed document with the tax payers name. 

  3. Social Security card for everyone on the return.

  4. Proof of Income: (W-2, 1099, or Business Income Statement or Spreadsheet, Interest, Retirement, Unemployment, etc)

  5. 1098 T (if claiming school credit)

  6. Proof of Children (Medical Records/School Records/Daycare Records/Other Mail with Child’s name present)

  7. Healthcare Marketplace Statement 1095-A

  8. Virtual Currency Statements




Small Business Tax Preparation

Enabling Growth

I stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the tax regulation complexities. Contact me today and see how I can help you.

Please click the link below to get started with virtual tax preparation. If you prefer an alternative method please contact me directly. 

https://form.jotform.com/223608898041159

Easy Advance

Advance on Tax Refund

An Easy Advance (EA) is a no recourse loan secured by a taxpayer's tax refund to eligible applicants that must be approved by the bank.  If approved, a Finance Charge will apply.  Advance money is typically available within 48 hours of approval. Upon receipt of a Federal or State tax refund, the EA is repaid by deducting the loan amount and Finance Charge from the refund.  After repayment, the remaining amount of the refund is disbursed to the taxpayer by the same disbursement option chosen for the EA proceeds.

1099-Filing

Contractor 1099 Filing

The filing of 1099 NEC documents is a Federal requirement for business that pay $600 or more to contractors.

Tax Services: Services
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