
Manna Financial Services
Tax Services
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Tax Services
Sleep soundly and let us elucidate this obligation. We will ensure that you are compliant whilst making sure you don’t pay a cent more than you need to. Wouldn’t you feel gladdened to know that you have appointed a tax specialist who makes it their business to constantly consider all taxes and incentives relative to you as a business, as an individual, or for your trust?
Manna Financial specializes in tax preparation for individuals and small businesses. Our experience with the IRS gives us insight into understanding the importance of your involvement in the process of preparing your tax return, as well as the anxiety many people face leading to filing a return. We will ask you questions as we review your documents, thereby enabling us to see the whole picture and come up with a plan for your unique situation.
This is our specialty, whether you are an individual, business owner, trustee of a trust, or director of a company. We can take care of all your tax requirements across multiple tax types. We have experience with several different businesses and other structures, including small to medium companies, close corporations, joint ventures, non-profits, trusts, body corporates, churches, sole proprietors, partnerships, and other not-for-profit organizations.

We prepare federal and state tax returns for individuals with complex returns. We’re experts at preparing complex multi-state tax returns that include everything from employee stock plans and rental properties to self-employment income and cryptocurrencies.
We’re more than happy to work with you remotely or face-to-face. Our fees are based on the number of forms (W2, 1099, K-1, etc.) submitted and their complexity.
Tax Appointment Checklist include:
Personal information Required:

Last year’s income tax if you are a new client.
Name, address, Social Security number and Date of Birth for yourself, spouse, and dependents.
Dependent Provider, Name, Address, Tax ID and S.S.N.
Banking information if Direct Deposit Required.
Income Data Required:

Wages and/or Unemployment
Interest and/or Dividend Income
State/Local income tax refunded
Social Assistance Income
Dependent Provider, Name, Address, Tax ID and S.S.N.
Pension/Annuity/Stock or Bond Sales
Contract/Partnership/Trust/Estate Income
Gambling/Lottery Winnings and Losses/Prizes/Bonus
Alimony Income
Rental Income
Self Employment/Tips
Foreign Income
Expense Data Required:

Dependent Care Costs
Education/Tuition Costs/Materials Purchased
Medical/Dental
Mortgage/Home Equity Loan Interest/Mortgage Insurance
Employment Related Expenses
Gambling/Lottery Expenses
Tax Return Preparation Expenses
Investment Expenses
Real Estate Taxes
Estimated Tax Payments to Federal and State Government and Dates Paid
Home Property Taxes
Charitable Contributions Cash/Non-Cash
Purchase qualifying for Residential Energy Credit
IRA Contributions/Retirement Contributions
Home Purchase/Moving Expenses
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