Personal Tax Services
Simplify Your Tax Preparation
There’s a reason people dread April 15th! Filing your personal taxes can be overwhelming and stressful — especially when you’re not sure what the latest rules and regulations mean for your taxes. Doing it yourself is time-consuming and frustrating. And it’s all too easy to overlook deductions and credits you’re entitled to take.
With our caring, detailed personal tax services, you’ll receive the assurance of taxes done right, while ensuring you don’t pay more than you have to. You’ll be able to sign your tax return with confidence and peace of mind.
For Every Life Stage
Wondering what’s the best way to file taxes given your personal situation? Let us offer our 50 years of combined experience and put your mind at ease. We’ll make sure you get the best tax refund possible, whether you’re:
- Married and filing jointly
- Married but filing separately
- Divorced, retired
- Active or non-active military
- Have special concerns about your personal taxes
- Need to prepare and file an amended return
Get the Most Out of Your Deductions
IRS rules on deductions can seem complicated, especially if you’re itemizing deductions. We’ll keep you up-to-date on current regulations so you can maximize your itemized deductions on your personal tax return for:
- Investments and day trading
- Medical expenses
- Unreimbursed employee expenses, such as mileage
- Gambling winnings
- Home mortgage interest and real estate taxes
- Charitable donations
- Job hunting costs
- and more
Call to schedule a 30-minute consultation to review your previous tax documents and discuss your tax situation. (For returning clients, you can simply bring us your documentation.)
Prepare Your Taxes
Our tax professional will prepare your taxes, staying in touch with you on the details.
Sign Your Taxes
We’ll email you to let you know your tax documents are ready to review and sign—either in person or by E-Sign.
File Your Taxes
Once tax return is signed and payment is received, we’ll file your taxes electronically.
We meet with you to keep you up to date with all of your records so at tax time you’re prepared for the outcome. We advise you on how to plan to get the best tax return results. Tax planning is extremely important and there are many ways to reduce taxes and plan for the future. Many people ignore retirement planning until it is too late. Today most people need to take care of their own retirement and need to do it early and on a continuing basis.
File Your Personal Taxes with Confidence
At Shockley Bookkeeping, we believe you should be able to file your personal taxes with confidence, knowing you’ve received the full benefits of your deductions and credits so you receive the best refund possible. Contact us today to get started with accurate, thorough personal tax services that will save you time and money and give you peace of mind.