W-2 employees and families
- Returns for W-2 employees
- Individual and family tax returns
- First-time tax returns
- Review of tax information before filing
Smart Taxes Services
Tax preparation
Tax preparation for W-2 employees, 1099 contractors, self-employed workers, and families. In-person service in Georgia and virtual service for clients across the United States.
Solutions for your situation
Tax preparation services
Every tax situation is different. At Smart Taxes, we help you organize your information and prepare your return according to your income, tax documents, and individual circumstances.
1099 contractors and self-employed workers
- Returns for independent contractors
- Self-employed individuals and gig workers
- Review of income and expenses related to the activity
- Guidance on applicable tax obligations
Small business owners
- Returns related to business activities
- Tax preparation for small business owners
- Review of information related to income and expenses
- Guidance based on the type of business activity
Responsible preparation
More than completing forms
Preparing a tax return involves much more than completing forms. It is important to review each taxpayer’s tax documents, sources of income, and corresponding information correctly.
At Smart Taxes, we work with you to organize and review your information before preparing your federal and, when applicable, state tax return.
We serve different tax situations, from W-2 employees to 1099 contractors, self-employed workers, and families.
Before you begin
Documents you may need
The documents required may vary according to your tax situation. These are some of the most common:
- Identification document
- Social Security number or ITIN, as applicable
- Spouse’s information
- Dependents’ information
- Form W-2
- Forms 1099
- Documents related to other income received during the year
- Expenses related to self-employment or business activity
- Tax documents received during the year
- Information related to applicable credits or deductions
- Prior-year tax return, when needed
Required documents may vary in each case. During the process, we will tell you what information we need to review.
A clear process
How we prepare your return
- 01
Select a date to speak with our team and begin the process.
- 02
Send or provide the information and tax documents needed to review your case.
- 03
We verify the documents, income, and other relevant information needed to prepare your return.
- 04
We organize the information and prepare the return that corresponds to your tax situation.
- 05
Before completing the process, we review the information on your return with you and answer any questions.
Accessible service
In-person and virtual service
Smart Taxes offers in-person service in Georgia and virtual services for clients located across the United States.
Our process lets you share documents, receive guidance, and manage the preparation of your return remotely when you cannot visit us in person.
Our team can also serve clients in both English and Spanish.
In person in Georgia · Virtual service across the United States · Bilingual service
Smart Taxes guidance
Service designed for your situation
Every tax situation is different. We review your information while considering the specific characteristics of your case.
Our team can serve you in English or Spanish throughout the process.
You can receive in-person service in Georgia or manage the process virtually from other parts of the United States.
We explain the necessary steps and help you understand the information related to your return.
Clear answers
Frequently asked questions
What documents do I need to prepare my return?
It depends on your tax situation. Identification, income documents such as W-2 or 1099 forms, dependents’ information, and other documents related to your income, expenses, credits, or applicable deductions are generally required.
Do you prepare returns for W-2 employees?
Yes. Smart Taxes prepares returns for employees who receive W-2 forms and reviews the required information before preparing the return.
Do you serve independent contractors and people who receive 1099 forms?
Yes. We serve independent contractors, self-employed workers, and people who receive different types of 1099 forms.
Can you help me organize income and expenses from my activity?
Yes. We can help you organize and review information related to your activity’s income and expenses before preparing your return.
Do you offer virtual tax preparation?
Yes. Smart Taxes offers virtual service for clients located across the United States.
Do you offer in-person service?
Yes. In-person service is available in Georgia, and we also offer virtual services for clients across the United States.
Can you serve me in English or Spanish?
Yes. Our team can serve clients in both English and Spanish.
Start your tax preparation
Book an appointment with Smart Taxes and begin preparing your return with support from our team.