We will be conducting most tax prep meetings via video call.
Now taking appointments for 2024 tax prep!
Click on the link below to book an appointment and your preparer will contact you with a link to upload your documents to a secure website and make arrangements to e-meet. If you're already a client, if you prefer we can do everything by email.
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Documents we'll need from you to prepare your tax returns:
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Your tax returns for the past two years, unless we prepared them
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All pertinent documents - W-2s, 1099s, 1095-A (if you had Obamacare), bank interest statements, investment statements, students loan interest statements, child care expenses, mortgage interest statements, property tax statements (may be on the mortgage interest statement)
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Our Business Expenses Worksheet listing all your business expenses
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If you had income from a rental property or hosted on AirBnB, our Schedule E Worksheet
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Information on virtual currency mined/bought/sold during the tax year
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Your bank account routing number and account number for direct deposit of refunds
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Please be prepared to make payment when we meet - we prefer Venmo, Zelle, or Paypal.
Just want a Consultation?
If you do not need tax preparation assistance but have other general questions, regarding such things as entity types, setting up a good record keeping system, or the potential tax impacts of future life/work/artistic changes, this may be for you. Book your consultation here. Please be advised that tax preparers may not be taking consultation appointments during the February-April tax prep season.
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Last-minute cancellations and repeated rescheduling of appointments impact our ability to provide services to our clients. Appointments that are cancelled or rescheduled with less than 24 hours notice will be subject to a $50 cancellation charge. The third time an appointment is rescheduled, a $50 rescheduling fee will be charged. Thank you for respecting our schedules at this very busy time of year!
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Questions? Feel free to email us at admin@phillytaxprepforartists.com.
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As artists and freelancers ourselves, we appreciate your business!