Specializing in Individual and Business Tax Returns and Located in Peoria/Glendale, AZ
e-file logo  Phone: 623.825.5222     
Client Info
                                     We prepare returns for ALL states!


Many of our clients have multi state returns and rely on us to make sure they are prepared correctly. Traveling Nurses, Military Personnel, Athletes, Performers, Stage Actors, Models and Overseas Government Employees rely on us every year to prepare the often multi state returns and eFile for them.



SENDING US YOUR INFO:

1) Schedule an appointment,   (http://www.atptaxguy.com/Contact.html)

2) Fax to 623.825.5226 or

3) Mail to - ATP Tax Services • P.O.Box 1742 • Sun City, AZ 85372

We will contact you when your forms are complete.



                             THINGS to BRING:
1)
Last Year's Tax Return and a completed  Client Organizer.pdf
2)
W-2's and 1099's
3)
Stock Trade / Sale info & Purchase records if any.
4)
Loan and Property Tax information (Home owner's).
5)
New dependants? We will need Date of Birth and social security number.
6)
Student loan info and payments made for your children's education.
7)
Contributions - The IRS requires you keep the receipts and backup for any contributions claimed.
8)
Did you donate a car? Bring the information.
9)
Did you buy a car? Hybrid car?
10)
Did you sell/trade/buy/refinance a home?
11)
Buy a second home?
12)
Gambling winnings?
13)

If you are behind in filing please bring your notices from the IRS and any
State Agencies.
14)
Inherit money or property?
15)
Receive Social Security?
16)
Income property?
17)
Business related expenses, like mileage etc.






             Referrals are a huge part of our business.
         The best thank you we can get is your referral!




                                                                          

                  IRS e-file

    























NOTICE REGARDING WRITTEN TAX ADVICE:
This notice is required by IRS Circular 230, which regulates written communications about federal tax matters between tax advisors and their clients. The opinions expressed here are for general tax knowledge, and are in no way to be used as definitive tax advising or used as sole information to make financial or other decisions. Accordingly, this advice is not intended and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. Consult your independent Tax Professional for application to your particular circumstance. 
In Accordance with IRS Pub TD Circular 230, Rev 6-2005

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