Individual Tax
     Make Apogee Tax & Accounting your first choice for individual income tax preparation.  From preparing your taxes to submitting returns, we handle everything, so you don’t have to. We can handle your personal and small business returns, estimated payments, and income tax planning. We also prepare in-state and out-of-state tax forms and can electronically file your taxes for faster service. Also, we cater to your needs by offering flexible office hours, 100% virtual services, and the ability to securely upload your documents online.
     Contact us by phone or email to discuss your tax needs.  We will conduct an interview to ensure all forms are filed on your behalf.  Our pricing is based on the complexity of your tax return, and after a free consultation, we can provide an estimate for you.
Required Documents
     During the consultation, we will review the necessary documents to prepare your tax return based on your prior year filing, plus any changes in your personal circumstances that occurred during the year.  Typical documents include:
  • W2 Forms
  • 1099 documents (e.g. 1099-R, SSA-1099, 1099-Misc., 1099-INT, 1099-DIV)
  • 1099-B Brokerage statement for investments
  • 1098 Mortgage Interest statement
  • 1098-T Tuition statement
  • 1098-E Student Loan Interest
  • 1095 A Health Insurance
  • Record of business income and expenses for your 
       small business
  • Personal property tax/real estate tax
  • All expenses related to rental property
  • Medical/dental expenses
  • Charitable donations
  • Other miscellaneous deductions