Individual Expert Tax Solutions for Federal Tax and State Tax Prep
Maximize Refunds, Minimize Stress, and Stay Compliant!
16201 Dustin Ct., Burtonsville MD 20866
highway MD-198 and US-29
Expert Tax Services Documents Needed
Personal Information & Identification
- Valid government-issued photo ID (driver's license, passport, etc.) for you and your spouse (if filing jointly).
- Social Security cards or ITIN documentation for everyone listed on the return (you, your spouse, and all dependents).
- Dates of birth for you, your spouse, and dependents.
- Bank account and routing numbers (e.g., a voided check) for direct deposit of your refund.
- Identity Protection (IP) PIN, if one was issued to you by the IRS.
- A copy of your previous year's tax return.
Income Documents Gather all forms reporting income you received during the year:
- Form W-2 from each employer you worked for.
- Forms 1099 for other income sources:
- 1099-INT/OID for interest income.
- 1099-DIV for dividends.
- 1099-G for unemployment benefits or state tax refunds.
- 1099-R for retirement, pension, or annuity distributions.
- 1099-NEC or 1099-MISC for self-employment or contract work income.
- 1099-B/S/DA for income from the sale of property, stocks, or digital assets (like cryptocurrency).
- 1099-K for payments processed by third-party networks (for side jobs or online sales).
- SSA-1099 or RRB-1099 for Social Security or railroad retirement benefits.
Deduction & Credit Documents Bring records for expenses you think might reduce your taxes:
- Form 1098 for mortgage interest paid.
- Form 1098-E for student loan interest paid.
- Form 1098-T and receipts for qualified education expenses (tuition, books, etc.).
- Records for contributions to IRAs or Health Savings Accounts (Forms 5498 or 5498-SA).
- Records of charitable donations (cash and non-cash) including receipts and canceled checks.
- Childcare records, including the provider's name, address, and tax ID number (SSN or EIN).
- Form 1095-A if you had health insurance through a state marketplace.
- Records of real estate and personal property taxes paid.
- Medical expense records, if your total expenses are significant
Expert Tax Services
Tax Preparation Services
Tax Planning and Consulting
Tax Planning and Consulting
Our tax preparation services are designed to help individuals stay compliant and reduce tax liabilities. We work with you to ensure that your taxes are filed accurately and in a timely manner. Fee of $269 for standad tax return. Additional fee for rental, side buisness, foreign tax, and household emplyee froms.
Tax Planning and Consulting
Tax Planning and Consulting
Tax Planning and Consulting
IRS certified. Our tax planning and consulting services help you identify opportunities to reduce your tax liabilities and optimize your tax strategy. We can help you navigate complex tax laws and regulations to ensure that you are taking advantage of all available tax benefits.
IRS Representation
At Townsend Tax Services, we understand that personal tax preparation can be overwhelming. IRS certified, We are dedicated to helping you navigate the complexities of tax laws to ensure you maximize your deductions and credits. We take the time to understand your unique financial situation and provide personalized solutions that best fit your needs. Let us handle your taxes so you can focus on what matters most.
Three Generations of Service
At Townsend Tax Services, we provide comprehensive, expert guidance across all aspects of tax preparation and filing, with a steadfast commitment to accuracy, compliance, and efficiency. Our experienced team works closely with each client to ensure all necessary documentation is properly organized and submitted, while also offering clear, informed guidance on eligible deductions and strategies to optimize returns.
We pride ourselves on delivering personalized solutions tailored to the unique needs of individuals. Our approach is rooted in building trust, alleviating the stress often associated with tax season, and ensuring a seamless, confident filing experience from start to finish.
With a legacy spanning three generations, Townsend Tax Services is built on a tradition of excellence and a deep culture of service. Our dedication to client satisfaction is unwavering—we don’t just serve clients; we build lasting relationships, where clients become friends.
Welcome to Townsend Tax Services
Expert Tax Preparation
At Townsend Tax Services, we specialize in comprehensive tax preparation for individuals. IRS certified. Our knowledge stays updated on the latest tax laws to ensure you receive the maximum refund possible. Same day bookings. Electronic file with IRS.