Grain Valley Income Tax Preparation Scheduler

My name is Mike Mead and I am Dave Ramsey’s tax ELP in your area.

                                     

For tax preparation support you might find our tax organizer helpful to ensure we are able to take all the tax deductions and credits you are entitled to.  You may also find this checklist helpful.

I am here to help, so please do not hesitate to contact me if you have any questions or if I may be of any assistance.

When you are ready to visit you may schedule a time online or feel free to call the office at 816-220-2001.

Thank you, I look forward to visiting.

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Nine Facts About the Adoption Credit

Adoptive parents around the country may qualify for a tax credit. Parents who either adopted a child or tried to adopt a child may claim the adoption credit. Here are nine things you should know about this credit.

• Credit. The credit is nonrefundable. This means the credit may only reduce a taxpayer’s tax liability to zero. If the credit is more than the tax owed, the taxpayer can’t receive an additional amount as a refund.  
• Credit carryover. Taxpayers can carry any unused credit forward to the next year. This happens when the credit is more than the tax owed. In other words, taxpayers who have an unused credit in tax year 2017 can use it to reduce their taxes for 2018. Taxpayers can carry any remaining credits for up to five years, or until they fully use the credit, whichever comes first.  
• Exclusion. If the taxpayer’s employer helped pay for the adoption through a qualified adoption assistance program, the taxpayer may qualify to exclude that amount from tax.  
• Eligibility. An eligible child is an individual under age 18. It can also be an individual of any age who is physically or mentally unable to care for themselves. 
• Special needs child. Special rules apply to taxpayers who adopted an eligible U.S. child with special needs. The taxpayers may be able to take the exclusion even if they didn't pay any qualified adoption expenses.  
• Qualified expenses. Adoption expenses must be directly related to the adoption of the child. The expenses must also be reasonable and necessary. Types of expenses that can qualify include adoption fees, court costs, attorney fees and travel.  
• Domestic or foreign adoptions. In most cases, taxpayers can claim the credit whether the adoption is domestic or foreign. However, the rules for which year a taxpayer can claim qualified expenses differ between these two types of adoption. 
• No double benefit. Depending on the adoption’s cost, taxpayers may be able to claim both the tax credit and the exclusion. However, they can’t claim both a credit and exclusion for the same expenses.  
• Income limits. The credit and exclusion are subject to income limitations. The limits may reduce or eliminate the amount a taxpayer can claim depending on the amount of their income.

Why Work With Us - Alliance Financial & Income Tax

Alliance Financial & Income Tax is your Blue Springs and Grain Valley tax preparation and financial services business located in Blue Springs, MO. Our team of experienced enrolled agents offer a broad range of services for business owners, executives, and independent professionals. Follow us on Twitter https://twitter.com/AFITonline Like us on Facebook https://www.facebook.com/AFITonline/ Visit Our Website http://www.afitonline.com Share Our Video https://youtu.be/My83bZR8ei4 Subscribe to our YouTube Channel https://www.youtube.com/channel/UCpLS... Tax Consultants Blue Springs MO 64015 http://www.youtube.com/watch?v=My83bZ... Why Work With Us
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Tax Time - Blue Springs, Grain Valley, Independence, Missouri

Alliance Financial & Income Tax is a Missouri tax preparation and financial services business located in Blue Springs, MO. Our team of experienced Enrolled Agents offer a broad range of services for business owners, executives, and independent professionals. Follow us on Twitter https://twitter.com/AFITonline Like us on Facebook https://www.facebook.com/AFITonline/ Visit Our Website http://www.afitonline.com Share Our Video https://youtu.be/My83bZR8ei4 Subscribe to our YouTube Channel https://www.youtube.com/channel/UCpLS... Tax Consultants Blue Springs MO 64015 http://www.youtube.com/watch?v=My83bZ... Tax Preparation Done Right http://www.afitonline.com/p/income-ta...

Tax Preparation Services for Grain Valley Missouri

Let our Grain Valley tax preparation office help you save money by maximizing your deductions.

Our goal is to help save your hard-earned money.  We find all the deductions and tax credits for which you qualify.  We understand your situation can change overnight, which is why we offer year-round advice and assistance to navigate those changes.  When we prepare your taxes we not only complete that years' taxes,  but also provide tax support through the end of the calendar year.  Our Enrolled Agents and CPAs have been tested by the IRS and can complete your returns for personal, S-Corp, C-Corp, partnership, non-profit, and trusts.

We can also complete:

• Extensions
• Amended returns
• S-corp elections

Tax prep FAQs

When will my return be completed?

• We will complete your return during your appointment if you bring all necessary information.

What do I bring with me?

• If you are a new client you need to bring your tax information from last year.  
• Our client questionnaire will assist you in gathering all necessary information we need to accurately and timely prepare your tax return.  Click here for client questionnaire (also available on our Tax Prep Forms page.)

Do I have to make an appointment?

• No, you may drop-off your tax information at your convenience and complete a simple questionnaire.
• If you would like to sit down with one our tax professionals you may schedule a time online
• You may also mail or email your information to us and complete the questionnaire online.
• Average turnaround time for drop-off or mailed returns is approximately 2 days--dependent upon the complexity of your return and completeness of information provided.
• We will call or email you when your return is ready for review and pickup.

Can my return be Electronically filed?

• Electronic filing (e-filing) is included in our service to you.  We will e-file once your return is completed, reviewed with you, signed and paid for.  If you DO NOT want to file your return electronically, let us know and we can prepare and print a paper return.  (Additional fee applies)

How can my return go "green"?

• Because your return is filed electronically, there is no need to print paper copies.  We will give you a digital file in PDF format to keep for your records.  We will also archive an electronic copy in our secure offsite digital storage.  If you ever misplace your copy you can call us to receive a digital copy free of charge.

How much does it cost?

• Our tax preparation fees vary per return.  We only charge for forms required by the IRS to file your return.  Our prices are very competitive with other tax preparation companies, and we fall well below the "big name" guys.  Call today for a quote!

When do I pay for the tax preparation?

• You pay for your tax preparation once we have your return completed.
• If you are getting a federal tax refund, we can have our fee to prepare your return withheld from that refund.
• We accept Cash, Check, MasterCard, Visa, and Discover

Can my refund be direct deposited?

• Yes, we can instruct the IRS and State to direct deposit your refund into your bank account.
• The IRS will generally deposit your refund into your account in 3-21 days from the date of the IRS acceptance of your electronic tax return.  Average refund range is around 10 days.
• You will need to provide a blank voided check or direct deposit authorization form (available on the tax prep forms page) for your account/routing number information when you utilize this option.
• If you have our tax preparation fee withheld from your federal refund, there is no delay in the date of direct deposit.

Alliance Financial & Income Tax, your Grain Valley income tax preparation office is here to take the stress out of filing your taxes this year.  Call today if you have any questions, or we may be of any assistance.  816-220-2001

Need someone for Grain Valley Tax Preparation

There are various types of Grain Valley tax return preparers, including certified public accountants, Enrolled Agents, attorneys, and many others who don’t have a professional credential. You expect your preparer to be skilled in tax preparation and to accurately file your income tax return. You trust him or her with your most personal information. They know about your marriage, your income, your children and your social security numbers – the details of your financial life.

Most tax return preparers provide outstanding and professional tax service. However, each year, some taxpayers are hurt financially because they choose the wrong tax return preparer. 

Taxpayers should choose their Grain Valley tax return preparer wisely – with good reason. Taxpayers are responsible for all the information on their income tax return. That’s true no matter who prepares the return. Here are ten tax tips to keep in mind:

1. Check the Preparer’s Qualifications. Use the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications. This tool helps taxpayers find a tax return preparer with the qualifications that they prefer. The Directory is a searchable and sortable listing of preparers with a credentials or filing season qualifications. It includes the name, city, state and zip code of:

• Attorneys.
• Certified Public Accountants.
• Enrolled Agents.
• Enrolled Retirement Plan Agents.
• Enrolled Actuaries.
• Annual Filing Season Program participants.  

Attorneys, CPAs and enrolled agents can represent any client before the IRS in any situation. Annual Filing Season Program participants may represent clients in more limited situations. Non-credentialed preparers who do not participate in the Annual Filing Season Program may only represent clients before the IRS on returns they prepared and signed on or before December 31, 2015.

For more information, check the Understanding Tax Return Preparer Credentials and Qualifications page.

2. Check the Preparer’s History. Ask the Better Business Bureau about the preparer. Check for disciplinary actions and the license status for credentialed preparers. For CPAs, check with the State Board of Accountancy. For attorneys, check with the State Bar Association. For Enrolled Agents, go to IRS.gov and search for “verify enrolled agent status” or check the Directory.  

3. Ask about Service Fees. Avoid preparers who base fees on a percentage of the refund or who boast bigger refunds than their competition. When inquiring about a preparer’s services and fees, don’t give them tax documents, Social Security numbers and other information. Some preparers have improperly used this information to file returns without the taxpayer’s permission.

4. Ask to E-file. Taxpayers should make sure their preparer offers IRS e-file. Paid preparers who do taxes for more than 10 clients generally must file electronically. The IRS has safely processed billions of e-filed tax returns.

5. Make Sure the Preparer is Available. Taxpayers may want to contact their preparer after this year’s April 18 due date. Avoid fly-by-night preparers.

6. Provide Records and Receipts. Good preparers will ask to see a taxpayer’s records and receipts. They’ll ask questions to figure the total income, tax deductions, credits, etc. Taxpayers should not use a preparer who will e-file their return using their last pay stub instead of a Form W-2. This is against IRS e-file rules.

7. Never Sign a Blank Return. Don’t use a tax preparer who asks a taxpayer to sign a blank tax form.

8. Review Before Signing. Before signing a tax return, review it. Ask questions if something is not clear. Taxpayers should feel comfortable with the accuracy of their return before they sign it. They should also make sure that their refund goes directly to them – not to the preparer’s bank account. Review the routing and bank account number on the completed return.

9. Ensure the Preparer Signs and Includes Their PTIN. All paid tax preparers must have a Preparer Tax Identification Number (PTIN). By law, paid preparers must sign returns and include their PTIN.

10. Report Abusive Tax Preparers to the IRS. Most tax return preparers are honest and provide great service to their clients. However, some preparers are dishonest. Report abusive tax preparers and suspected tax fraud to the IRS. Use Form 14157, Complaint: Tax Return Preparer. If a taxpayer suspects a tax preparer filed or changed their return without the taxpayer’s consent, they should file Form 14157-A, Return Preparer Fraud or Misconduct Affidavit. Taxpayers can get these forms on IRS.gov any time.

Taxpayers should keep a copy of their tax return. Beginning in 2017, taxpayers using a software product for the first time may need their Adjusted Gross Income (AGI) amount from their prior-year tax return to verify their identity. Taxpayers can learn more about how to verify their identity and electronically sign tax returns at Validating Your Electronically Filed Tax Return.