Tax Preparation & Planning

Whether you need current year or prior year returns prepared, or you just need to plan for retirement or your child’s education, our professional team can assist you with all of your tax needs.

Learn More
A 1040 tax return alongside a refund approved confirmation and direct deposit card

Our Services

How we can help you

Individual Tax Preparation

4 U Tax & Financials, Inc, AKA 4 U Tax and Accounting Services, LLC has been providing tax services for more than 30 years with 14 years in business serving the public. Dedicated to keeping our tax preparation skills honed with continuing education for all taxing authorities. We are highly qualified to prepare tax returns for all fifty states.

Learn More

Tax Planning

4 U Tax & Financials, Inc, AKA 4 U Tax and Accounting Services, LLC keeps you up-to-date with the latest tax planning laws and strategies. Don’t pay more than you owe. Our tax center includes interactive calculators, personal finance tips, links to helpful tax publications, online tax forms and our library of tax organizers.

Let’s Get Started

Take Two® Consultation

Because everyone could use a second look our Take Two® Tax Consultation was drafted with YOU in mind. We can look at your return and go over every detail in an effort to find missing deductions, credits, incorrect information, and more. Regardless of the situation you find yourself in, don’t worry, we’re here to help. You are likely able to file an amended return to add deductions and other details that may have been missed during your first attempt, which is what our Take Two® Consultation is all about.

Learn More

Pricing

Transparent base fees

As part of our transparency and to simplify the filing process, we have made available our base fees for taxes. These fees are where we will start. If you have multiple forms or schedules that need to go into your return that are not part of a basic 1040 filing, you will be charged more than the base fee for adding additional schedules and forms. Complex returns with additional forms will be quoted accordingly.

Basic 1040

$159.00

Starting at / base

Base fee for a basic individual return.

1040 w/Schedule C

$259.00

Starting at / base

Sole proprietors reporting business income.

1040 w/Schedule E

$289.00

Starting at / base

Rental and pass-through income.

1040 w/Schedule F

$329.00

Starting at / base

Farm income and expenses.

Let’s Get Started

Why 4 U Taxes for your tax needs?

  • Authorized E-File Provider
  • Virtual & Mobile Services
  • Drop-Off and Go
  • Get your refund by direct deposit, prepaid card or check (IRS or printed in our office)

The Process

Tax preparation easy as 1-2-3-4-5

  1. 1

    Gather your tax documents

    Collect your W-2s, 1099s, receipts and any letters from the IRS before we begin.

  2. 2

    Drop-Off, Mobile App or Office Visit

    How do you want to proceed with getting your taxes done? (See below to help with this question.)

  3. 3

    Relax

    This happens only once a year.

  4. 4

    Let us file your taxes 4 U!

    Less stress and you keep more and get back more of what’s yours.

  5. 5

    Get Organized for Next Year

If you end up with a big tax refund or a large tax bill, you probably want to go ahead and adjust your withholdings so that you’re not taking too much or too little out of your paycheck for taxes.

And one more thing: once your taxes are signed, sealed and delivered to the IRS, you might be tempted to celebrate by starting a bonfire and burning all those receipts and tax forms in a blaze of glory … don’t do that.

Instead, promptly file any tax documents and important receipts when you receive them so you don’t have to search the house for them next spring. Buy a few manila folders, an accordion file or a filing system that will hold your tax documents and save those documents for at least three years. You might need them if the IRS comes knocking.

Let us file your taxes 4 U

Drop off, use our mobile app, or visit the office. Less stress, and you keep more of what’s yours.

Let’s Get Started