(404) 884-8096
TAX FILING
BE PREPARED.
GET IT DONE RIGHT ONCE.
Steps You Take In Preparation of Your Tax Return
-
Choose a Tax Preparer (Contact Us, We Can Assist You).
-
Schedule an Appointment (Call or Email Us).
-
Gather Your Income Documents (Forms: W-2, W-2G, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-K, or 1098).
-
Pull Your Receipts.
-
Provide Your Personal Information.
-
Not Prepared, Look Into Getting an Extension.
-
Getting a Refund? Always Plan Ahead.
-
Have Last Year's Return Available
​
**If you do not have a W-2 or a 1099 Form, because you earn cash, we can help you with filing your taxes.
WHAT YOU NEED TO KNOW AND HAVE
WHILE GETTING PREPARED.
DEDUCTIONS
HOME AND TAXES
Home mortgage interest, points, and insurance (Form 1098)
Real estate taxes (Schedule A)
Personal property taxes (Schedule A)
State and local taxes (Schedule A)
Sales tax (Schedule A)
​
HEALTH AND INVESTMENT
Medical expenses (Schedule A)
Deduction for health savings account (HSA) (Form 8889)
IRA deduction
Investment expenses (Schedule A)
Margin loan interest (Form 4952)
​
EDUCATION
Education expenses (Form 1098-T)
Tuition and Fees Deduction (Form 8917)
Teacher (educator) expenses
Student loan interest (Form 1098-E)
​
BUSINESS
Qualified Business Income (QBI) Deduction (Form 8995 or 8995-A)
Self-employed retirement contributions
Depreciation expense (Form 4562)
Home office deduction (Form 8829)
​
OTHER DEDUCTIONS
Alimony paid
Donations to charities
(Schedule A and Form 8283)
Qualified Charitable Distributions (Form 1099-R)
Employee business expenses (Form 2106)
Gambling losses (Schedule A)
Casualty losses (Form 4684)
Penalty paid on early withdrawal of savings
Jury duty repayments
Military moving expenses (Form 3903)
INCOME
GENERAL
Wages and salaries (Form W-2)
IRA and pension distributions (Form 1099-R)
Interest and dividend income (Form 1099-INT and Form 1099-DIV)
Unemployment compensation (Form 1099-G)
Social security benefits (Form SSA-1099)
Taxable state or local refunds (Form 1099-G)
Capital gain distributions (Form 1099-DIV)
Sales of stocks and mutual funds (Form 1099-B)
Capital loss carryover
​
BUSINESS INCOME
Self-employment income (Form 1099-MISC and Schedule C)
Payment card and third-party network business sales (Form 1099-K)
Partnership or S corporation income (Schedule K-1)
Rental real estate income (Schedule E)
Farm income (Schedule F)
Farm rental income (Form 4835)
Self-employment taxes (Schedule SE)
Sale of business property (Form 4797)
​
**Contact us for details on any other forms of income source that are supported.
CREDITS
GENERAL
Earned Income Credit (Schedule EIC)
Child Tax Credit
Additional Child Tax Credit (Schedule 8812)
Credit for Other Dependents
Child and Dependent Care Credit (Form 2441)
Education Credits - American Opportunity and Lifetime Learning Credits (Form 8863)
Refundable American Opportunity Credit (Form 8863)
Retirement Savings Contribution Credit (Form 8880)
​
OTHER CREDITS
Home Energy Credits (Form 5695)
Electric Vehicle Credit (Form 8936)
Premium Tax Credit (Form 8962)
Adoption Credit (Form 8839)
Mortgage Interest Credit (Form 8396)
Elderly Credit (Schedule R)
Foreign Tax Credit (Form 1116)
Excess Social Security Credit
General Business Credits (Form 3800)
Credit for Federal Tax Paid on Fuels (Form 4136)
Prior Year Minimum Tax Credit (Form 8801)
INDIVIDUALS AND FAMILIES
2024 TAX SEASON
CREDITS AND DEDUCTIONS TO CONSIDER
Tax Credits
Tax credits lower your actual taxes dollar-for-dollar, reducing the income tax you owe, allowing you a larger refund. There are two types of tax credits:
-
A nonrefundable tax credit means you get a refund only up to the amount you owe.
-
A refundable tax credit means you get a refund, even if it's more than what you owe.
Tax Deductions
Tax deductions only lower the amount of your taxable income.
Deductions are typically expenses incurred during the tax years that can be applied to reduce your gross income.
Earned Income Tax Credits - EITC
To qualify for EITC you must have earned income from working for someone or from running or owning a business or farm and meet basic rules. And, you must either meet additional rules for workers without a qualifying child or have a child that meets all the qualifying child rules for you.
​
Maximum Credit Amounts
The maximum amount of credit for Taxes Due 2023 is:
-
$6,935 with three or more qualifying children
-
$6,164 with two qualifying children
-
$3,733 with one qualifying child
-
$560 with no qualifying children.
Child and Dependent Care Tax Credit - Updated for Tax Year 2022
The child and dependent care credit is a tax credit that may help you pay for the care of eligible children and other dependents (qualifying persons). The credit is calculated based on your income and a percentage of expenses that you incur for the care of qualifying persons to enable you to go to work, look for work, or attend school.
The child tax credit is up to $3,000 of qualifying expenses (for a maximum credit of $1,050) for one child or dependent, or
​up to $6,000 of qualifying (for a maximum credit of $2,100) for two or more children or dependents.
​
Can You Claim the Credit?
To be able to claim the credit for child and dependent care expenses, you must file Form 1040, 1040-SR, or 1040-NR, not Form 1040-NR-EZ, and meet all the tests in Tests you must meet to claim a credit for child and dependent care expenses next. Learn more.
Medical Deductions
The medical expense deduction is 7.5% of your adjusted gross income (AGI).
For example, if your AGI was $60,000, you can deduct out-of-pocket medical expenses above $4,500 in 2020. You will need to itemize your deductions in order to write off the expenses on your tax return.
You can generally include medical expenses you pay for yourself, as well as those you pay for someone who was your spouse or your dependent either when the services were provided or when you paid for them.
​
What Medical Expenses Qualify?
Medical expenses that qualify include services provided by physicians, surgeons, dentists and other medical professionals.
-
Medications
-
Medical devices, equipment and other medical supplies
-
Health and dental insurance premiums, if they are not reimbursed by your employer and the premiums are paid using after-tax dollars.
-
Long-term care and long-term care insurance.
-
Transportation and lodging costs if having to travel to a healthcare facility, this include mileage at a rate of 20 cents per mile. Learn more.
Charitable Deductions - Filing Year 2022
In 2022, taxpayers must return to itemizing their deductions on Schedule A to take a charitable tax deduction. The special 2021 rules were not extended. For 2022, the usual 60% of AGI ceiling on charitable cash contributions to qualified charities has been restored.
​
How do You Claim the Deductions?
Temporary Suspension of Limits on Charitable Contributions
In most cases, the amount of charitable cash contributions taxpayers can deduct on Schedule A as an itemized deduction is limited to a percentage (usually 60 percent) of the taxpayer’s adjusted gross income (AGI). Qualified contributions are not subject to this limitation. Individuals may deduct qualified contributions of up to 100 percent of their adjusted gross income. A corporation may deduct qualified contributions of up to 25 percent of its taxable income. Contributions that exceed that amount can carry over to the next tax year. To qualify, the contribution must be:
-
a cash contribution;
-
made to a qualifying organization;
-
made during the calendar year 2020
Contributions of non-cash property do not qualify for this relief. Taxpayers may still claim non-cash contributions as a deduction, subject to the normal limits.
FILING TAXES FOR PRIOR YEARS
Still have back taxes to file? We can assist you to get current on your taxes and can file as far back as 2015. Contact us if you need help getting prepared.
April 15, 2024 Tax Deadline
TRANSPARENT AND FAST.
FILE WITH US.
Not ready to file taxes, let us submit Form 4868, for an extension.
Deadline for extension is October 15, 2024. Give us a call.
INCLUDED IN OUR LOW FEES
GUARANTEED
CALCULATION ACCURACY
Complete check and review of each tax return to ensure accuracy. Our software generates accurate calculations.
MAXIMUM REFUND GUARANTEE
All deductions and credits considered to ensure your satisfaction.
UNLIMITED AMENDED RETURNS
Contact us to do amendments to your tax return.
**If your original tax return was not prepared with us, we can still prepare your amended tax return. Contact us for details.
Get Over $3,000 in Refund.
GET YOUR MAXIMUM REFUND
Top-rated software provided by our IRS approved e-file partner. We provide peace of mind with guaranteed low fees on your federal and state tax return preparation.
​
​
AVAILABLE TO ASSIST YOU IN ALL 50 STATES.
NO HIDDEN FEES
GUARANTEED LOW FEES.
FAST - TRANSPARENT - CONVENIENT
ACCESS TO YOUR TAX RETURNS LATER.
OUR GUARANTEE
TRANSPARENCY
We build trust with our clients. Providing all critical information to allow our customers to make sound decisions and ensure maximum benefits.
UPFRONT PRICING
Fair and upfront pricing are discussed. Price never changes, during the tax preparation process. One child or multiple children, the price remains constant.
TAX AUDITING
Our customers can feel at peace knowing their tax returns are being checked for errors to ensure their refund will be maximized.
FREE TAX ESTIMATOR
Need help to determine the size of your refund? Look no further, we got you! Allow us to perform a free estimate on your tax refund today.
SKILLED TAX PROS
Professional, skilled, and experienced Tax Pros are at your service. We aim to provide service at a standard, higher than your expectation.
CONVENIENCE
We can assist you where you are located, in all 50 States. We complete your tax return on your schedule and provide easy access to allow you peace-of-mind.
YOU ARE COVERED WITH US.
SAFE AND SECURED.
WHAT OUR CUSTOMERS
ARE SAYING
I have been doing my taxes with DanPro Tax for 2 years now and besides great customer service, I find them accommodating with where I wanted my tax return done. ---Juanita Gomez
DanPro Tax was fast. I was surprised that the low fee mentioned was real, with no hidden fees. Did my taxes with other large companies and was hit with hidden fees and a large tax bill. I will continue doing my taxes with DanPro Tax. --John Lewis
My husband and I are extremely busy and with a growing family, it was a joy when the DanPro Tax was able to complete our taxes without us leaving home. This is a huge relief. We will continue doing our taxes with DanPro Tax. ---Sheila Raju
