Frequently Asked Questions

- Old-fashioned office visits available, good for those who enjoy in person visits. I only see you once a year!

- Drop-offs available, good for the busy-bees. Follow-ups by phone. Pick-up your documents at a time most convenient for you.

- Secure document uploading available, good for those who are tech-friendly, have health concerns, or simply don't want to leave the house for a full-service tax prep. Follow-ups by phone. 

*Drop offs and Remote uploads will be completed in the order it was received!

- Payment is due at the time of service. I accept Cash and Card. 

- Pay with your refund is an extra $50 bank charge added to the service fee. 

Yes! You would be approved for $150, $500, or $1000. Disbursement can be direct deposit, a check printed at the office, or on a prepaid card. 

Begin today! Upload your documents now! Or, set your appointment!

Non-expired Identification card for Primary and Spouse

All tax documents, statements, receipts, and stubs for everything you are claiming.

• W2's
• 1099 MISC, DIV, SSA, R, etc
• 1095 A, B, C, T, etc
• HSA, IRA, student loan interest, anything that says "tax, tax-related, tax credit, tax deductible!"

Bank routing and account numbers

Donation receipts

Daycare statements

Social security cards for every person in your tax family

For the self-employed, business income and expense records. Auto records, mileage logs, travel logs, etc.

Substantiating your claims are your responsibility. Maggie's Tax Service LLC is not responsible for taxpayer's poor bookkeeping and record keeping skills. Please be prepared to show proof of claims at the time of appointment.