Manna Financial Services

Tax Services

Application For Tax

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.

Application For Tax

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:

Application For Tax

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:

Application For Tax

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:

Application For Tax

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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