Tax Preparation

Expert Tax Preparation:

Maximize Your Refund, Minimize Your Stress.



Tax season doesn't have to be a source of dread. At Due Ledger, we provide professional and accurate tax preparation services designed to ensure compliance, maximize your deductions, and give you peace of mind. Whether you're an individual or a business owner, our experienced team is here to navigate the complexities of federal, state, and local tax codes on your behalf.



Why Choose Due Ledger for Your Tax Preparation?



Navigating tax laws can be daunting, and mistakes can be costly. We offer:

• Accuracy You Can Trust: Our meticulous approach minimizes errors and helps you avoid audits and penalties. We stay current with the ever-changing tax regulations to ensure your return is prepared correctly the first time.

• Maximum Deductions, Maximum Refund:

We diligently identify every eligible deduction and credit you qualify for, ensuring you keep more of your hard-earned money. Our goal is to optimize your tax outcome.

• Personalized Service:

You're not just a number to us. We take the time to understand your unique financial situation, answer your questions, and provide tailored advice that goes beyond just filing.

• Convenience & Efficiency:

We streamline the process, making it as easy as possible for you to provide your information and get your taxes filed accurately and on time. We handle the paperwork so you don't have to.

• Year-Round Support:

Our commitment doesn't end on April 15th. We're available throughout the year to assist with tax planning questions, respond to tax notices, or provide guidance on new financial decisions.



Our Tax Preparation Services Include:

We cater to a wide range of tax needs:



Individual Tax Returns (Form 1040):

• Standard W-2 income, investments, and itemized deductions.

• Rental property income and expenses.

• Retirement income

(IRA, 401k distributions).

• Capital gains and losses.

• Education credits, child tax credits, and other common deductions.

Business Tax Returns;



• Sole Proprietorships (Schedule C): Reporting business income and expenses for self-employed individuals.

• Partnerships (Form 1065): Preparing and filing returns for partnerships and multi-member LLCs.

• S-Corporations (Form 1120-S): Handling the unique tax requirements for S-Corps.

• C-Corporations (Form 1120): Preparing corporate income tax returns.

• State and Local Tax Filings: Ensuring compliance with all applicable state and local tax regulations.

• Assistance with IRS & State Tax Notices:

We can help you understand and respond to any correspondence

you receive from tax authorities.









Our Simple Process:





• Gather Your Documents:

We'll provide a clear checklist of necessary documents sent via client portal sent to your Email (W-2s, 1099s, receipts,

etc.).

• Consultation:

We'll review your information, discuss your financial situation, and answer any questions.

This can be done in-person, over the phone, or virtually.

• Preparation:

Our experts meticulously prepare your return, identifying all applicable deductions and credits.

• Review & Approval:

We'll walk you through your completed return, explaining the results before you give your final approval.



• Secure E-Filing:

We'll securely e-file your return with the IRS and relevant state agencies.





3. Deduction and Credit Information

Itemized Deductions:

Medical & Dental Expenses: Receipts, statements for out-of-pocket expenses, insurance premiums (if not pre-tax).

Taxes Paid:

Real estate property tax statements.

Personal property tax receipts.

State income tax paid (if applicable, separate from withholding).

Home Mortgage Interest: Form 1098 from your lender.

Charitable Contributions: Records for cash and non-cash donations (receipts, acknowledgment letters).



Education Expenses:

Form 1098-T (Tuition Statement).

Receipts for books, supplies, and other qualified educational costs.

Form 1098-E (Student Loan Interest Statement).





Child & Dependent Care Expenses:

Provider's name, address, and Employer ID Number (EIN) or Social Security Number (SSN).

Total amount paid for care.



Retirement Contributions: Records of contributions made to Traditional or Roth IRAs outside of payroll deductions.

Health Savings Account (HSA) Contributions/Distributions: Form 1099-SA.

Business Expenses (for Self-Employed/Gig Workers):

• Detailed records of income and expenses.

• Mileage logs for business travel.

• Home office expenses (if applicable).

• Receipts for supplies, advertising, professional development, etc.

• Other Potential Credits/Deductions:

• Energy-efficient home improvement receipts.

• Documentation for electric vehicle purchases.

• Adoption expenses.









4. Health Insurance Coverage

Form 1095-A: If you purchased health insurance through a state or federal marketplace (Healthcare.gov).

Form 1095-B and/or 1095-C: Statements from your employer or insurance provider detailing health coverage.







5. Estimated Tax Payments

Records of any federal and state estimated tax payments made throughout the year.

Your Tax Preparation Checklist; What to Gather Before Your Appointment





To ensure a smooth, accurate, and optimized tax filing experience, please gather the following documents before your tax preparation consultation with Due Ledger. Having these ready will help us identify all applicable deductions and credits, maximizing your return and minimizing stress.





1. Personal & Identifying Information





• Prior Year's Tax Return: (Federal and State) - Extremely helpful for reference.

• Photo Identification: (e.g., Driver's License, State ID)

• Social Security Cards: For yourself, spouse, and all dependents listed on the return.

• Dates of Birth: For yourself, spouse, and all dependents.

• Bank Account Information:

(Routing and Account Number) for direct deposit of your refund or direct debit of taxes due.







2. Income Documents;



• W-2 Forms: From all employers.

• 1099 Forms (if applicable):

• 1099-NEC: Non-employee Compensation (for freelance, gig work, independent contracting).

• 1099-MISC: Miscellaneous Income (e.g., rent, royalties, other income).

• 1099-INT: Interest Income (from banks, brokerage accounts, etc.).

• 1099-DIV: Dividend Income (from stocks, mutual funds).

• 1099-B: Proceeds from Broker and Barter Exchange Transactions (sales of stocks, bonds, cryptocurrency, real estate not reported on 1099-S).

• 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs.

• 1099-G: Certain Government Payments (e.g., unemployment compensation, state tax refunds).

• 1099-K: Payment Card and Third-Party Network Transactions (from platforms like PayPal, Etsy, DoorDash, etc.).

• Schedule K-1 Forms: Income from partnerships, S corporations, and trusts.

• SSA-1099 / RRB-1099: Social Security / Railroad Retirement Benefits Statement.

• Records of Other Income:

• Alimony received.

• Gambling winnings (Form W-2G).

• Jury duty pay.

• Royalty income.

• Foreign income.

• Any other miscellaneous income not reported on a specific form







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Contact Info
Due Ledger LLC.
1 877-383-5334
support@dueledger.com






Your Trusted Financial Partner.