With the new tax laws claiming to be easier to prepare tax returns, do you think you are ready to prepare your own return? If you answered yes, do you know where to start and which software you will need? If you want to file using one of the various free software’s available but not sure where to start, Tax Management & Financial Horizons is offering a Tax Workshop. For $40.00 come in and have one of our trained preparers help guide you through the software and answer your questions. We will provide the computer and link to the software. Your return should be complete by the time you leave, about 1 to 2 hours depending on the complexity of your return and your computer skills. Find out when you can receive your return here!
Our class dates vary depending on your choice of tax software. See our Workshop dates here
To qualify to use the free software there are some extreme limits.
- You can only have W-2 income with limited interest and dividend income.
- You must claim the standard deduction and you can still claim the Earned Income Credit and child tax credit.
*Since many returns do not qualify for free software, the various online programs offer upgrades at various prices (see below) to accommodate more complex returns. Along with the upgrade to a more complex program, there are other add-on features that can increase the price. For instance, the free software does not allow you to save and access your return later, this ability requires an additional charge. The programs also offer Audit Protection, Letter Responses, and Tax Planning among others for additional charges. Remember the tax preparation fee of Tax Management & Financial Horizons includes many additional services, such as year-round online access to your tax returns, year-round access to staff, and tax planning to name a few.
If you qualify to use the online free software the $40.00 charge for the class is the only fee you will have. Classes will be held from January 19th, 2019 to February 28, 2019.
To schedule an appointment, register for a tax class or seek an answer to a tax question please call 262-923-8100 Ext 0 (the scheduler) or extensions 1, 2, 3, 4 or 5.
*If you come to Tax Workshop and decide that it is not for you and you would like me to complete your return for you, we will apply the amount paid for the class as a credit to your tax preparation fees.
* Class will be held in Menomonee Falls at our office.