Stress Free Tax Prep, Done Right.

After the final review, when the client is satisfied that the tax return reflects complete and accurate information, our office will generate an invoice, as well as E-signature docs. After our office receives full payment for the tax prep, as well as all required signatures, your tax return should be E-filed by the close of the business day. IRS and state acceptance is normally confirmed within 24 hours.

I need all official tax documents, including W-2s, 1099s, 1098s, and 1095s. If you had health insurance through the government marketplace (Obamacare), it is critical to provide the 1095-A form. For items like business expenses or donations, it’s much better to provide a summarized and organized list rather than a collection of loose receipts.

While backup documentation is required for every figure on your return in case of an audit (which are happening), I don’t necessarily need to handle every receipt. However, if you prefer, I can assist with that at the current rate of $225 per hour, which would likely be a summer project.

If you're unable to scan and upload PDF’s, you can drop off or mail all your tax documents to our home office in Marietta. Please bring copies only of your documents. You can drop them off anytime—whether it's early in the morning or late at night, just please avoid ringing the doorbell at odd hours.

For convenience, there's a secure, locked mailbox on the street where you can drop off your packet. The locked mailbox compartment is not accessible to the mailman (he can only drop mail in), and the opening is large enough for a 10 x 13 x 3 - so plenty big, and safe as well. 

If you prefer, we’ve also installed a secure drop pocket outside the front door. The front door is covered with a portico – so offers some protection from the weather.  I will be using this to leave any "pick-up" packets - or it can be used for drop-offs for anyone.

If you'd like to speak with me, we can have a brief conversation at the door as long as I know you’re coming. The home office address is: 1438 Old Virginia Court, Marietta, GA 30067 (Right off Terrill Mill, near Powers Ferry). After turning onto Old Virginia Ct, pull up and around the first tree island, then back down to us.  We are the GOLD stucco townhouse.

See the full cost breakdown above. You will receive an invoice once your return is filed. Payment options include:

• Zelle: Use my business email, MelHedrickTaxPrep@gmail.com

• Venmo: @Mellonee-Hedrick (no fees) I am your friend, and all of my income is reported.

• Square Cash/$CashMe: $MelloneeHedrick (no fees)

• PayPal: paypal.me/MelloneeHedrick (add 4% if using a credit card; no fees for debit EFT payments, select “paying as a friend”)

• Check: Mail to 1438 Old Virginia Ct, Marietta, GA 30067

• Online banking bill-pay: Send payment to my home office listed above

• Payment from your refund: Soon available with a $10 charge from the software provider added to your invoice

It is extremely important that your expenses are summarized instead of a list of receipts. Bringing a shoebox of receipts or a “grocery bag” full of documents makes it challenging to sort through and identify what’s relevant. Similarly, if you use handwritten notes, please summarize them clearly and legibly.

Additionally, avoid duplicating information already included on official tax documents, such as Form 1098 for mortgage interest. Providing this data again in a personal spreadsheet or Word document creates unnecessary duplication and requires time-consuming cross-referencing which can result in a fee of $225/hr to untangle everything.

Please save your files as a PDF to upload them to the portal. Spreadsheets should be saved as a PDF also, since formulas tend to break across different devices/platforms.

Do not upload a photo of your document - either scan/email, print to pdf, or mail/bring a clear copy of the document to us.

Start with a quick Google search that includes the word "IRS". This will often provide reliable answers. If you still need assistance, please email or call the office. Absolutely no texting, please.

While I’m happy to support your decision to use TurboTax, I cannot walk you through the process, answer questions, or help troubleshoot technical issues. TurboTax Basic Edition works for simple returns (Form 1040, W-2 income, limited interest/dividends, and claiming the standard deduction).

It’s not suited for more complex situations, such as itemized deductions (which is good especially if you live in Georgia), business income, stock sales, rental property income, or various tax credits.

If you need a copy of a 2022 or 2023 tax return, check your portal account if you’ve activated it. For prior years, look for the email with the return attached from MelHedrickTaxPrep@gmail.com.

For assistance in filling out withholding forms like the W-4 or G-4, I recommend just reading through the directions or using the IRS website to guide you through the process.

I typically recommend claiming zero dependents and deductions to ensure sufficient withholding. After receiving your first pay stub, be sure to double-check the withholding amounts. For federal taxes, the withholding should be at least 10-15%, and for state taxes, at least 5%, in addition to the regular FICA rate of 7.065%. If the amounts are lower than this, go back to HR and make the necessary adjustments.