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Tax Preparation for Individuals

Expedition Tax & Accounting Services is here to assist individuals with their annual tax preparation. Regardless of the complexity of your situation, you can rely on us to find the best solutions for maximizing your tax return. Let us take the stress out of tax season and ensure you get the most from your finances. Your satisfaction is our priority!

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To ensure a smooth tax preparation process, individuals should provide Expedition Tax & Accounting Services with the following essential documents:

  1.  Personal Information: Social Security numbers for yourself, your spouse, and dependents.

  2.  Income Documents: W-2 forms from employers, 1099 forms for freelance work, and any other income statements.

  3.  Deduction Records: Receipts and documentation for deductible expenses, such as medical bills, mortgage interest, and charitable contributions.

  4.  Prior Year Tax Return: A copy of your previous year's tax return can help streamline the process and ensure accuracy.


Having these documents ready will help Expedition Tax & Accounting Services efficiently complete your return.

Please contact us if you have any questions on the information above. 

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