
Essential Resources for Your Tax Needs
Navigate the complexities of tax preparation with our comprehensive resources.

Client Intake Form
Complete the TAXPrep Intake Form to start the process.
Deduction Central
Charitable contributions - Can I deduct them?
Gambling winnings/losses - How do I claim them?
Medical and dental expenses - Can I deduct them?
Miscellaneous itemized deductions on Schedule A - Can I claim my expenses there?
Mortgage-related expenses - Can I deduct them?
Moving expenses - Can I deduct them?
Personal taxes - Can I deduct those that I pay as an itemized deduction on Schedule A?
Standard deduction - How much is mine?
Student loan interest - Can I claim a deduction for it?
Work-related education expenses - Are they deductible?


Educational Credits
Education credits help with the cost of higher education. They can reduce the amount of tax owed on your tax return or they may increase your refund.
There are two education credits available.
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American Opportunity Tax Credit (AOTC) – partially refundable
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Lifetime Learning Credit (LLC) – non-refundable
You can claim only one of the credits per qualifying student. You can claim both the AOTC and LLC on the same return only if they are not for the same student and the same expenses. No double benefit is allowed.
Business Toolkit
Tax information, tools, and resources for businesses and self- employed.

Important Tax Links
Access essential government resources to assist you in your tax journey.

IRS Website
The IRS website is your first stop for all federal tax-related questions and resources. Here, you can find forms, instructions, and information regarding various tax topics, including filing status and payment options. Visit the IRS site to ensure you have the latest updates and resources to make informed decisions.

State Tax Agencies
Each state has its own tax agency that manages state income tax, sales tax, and more. By visiting your state tax agency's website, you can access forms, deadlines, and specific information relevant to your state's tax laws. This ensures you stay compliant and informed about your state tax obligations.

Tax Forms and Publications
Access a comprehensive list of tax forms and publications directly from the IRS. This resource is invaluable for finding the specific forms you need based on your tax situation, as well as guidance on how to fill them out correctly. Having the right forms is essential for timely and accurate filing.
Locate Your Nearest TAXPrep Office
Finding a TAXPrep location is easy and convenient to ensure you receive the support you need.

Use Our Office Locator Tool
Find a TAXPrep
Our office locator tool allows you to find the nearest TAXPrep office quickly. Simply enter your zip code, and the tool will provide you with the closest locations, including their contact information and hours of operation. This makes it easy to plan your visit and get the assistance you need for your tax preparation.
Contact Our Customer Service
If you prefer to speak with someone directly, our customer service team is available to assist you in finding a TAXPrep office nearby. They can provide additional information on services offered at each location and help you schedule an appointment. Don’t hesitate to reach out for personalized assistance.


Check for Virtual Appointments
If visiting an office is not convenient, consider scheduling a virtual appointment with one of our tax professionals. This option allows you to receive expert guidance from the comfort of your home, ensuring you still have access to all the resources and support you need for your tax preparation.

