Tax Preparation – Accurate and Compliant

Tax season doesn’t have to be a headache. At JRICKSS Financial Services, we provide comprehensive tax preparation tailored to your unique situation — whether you’re an individual, self-employed, or a business owner. Our experts stay up to date with the latest tax laws and deductions to ensure you maximize your return and avoid costly errors or audits.

We’ll guide you through the process from start to finish, identify eligible credits, and ensure timely and accurate filing with federal and state agencies. With us, your taxes are in capable hands, so you can focus on what matters most — your life and business.

At JRICKSS Financial Services, our Tax Preparation service goes far beyond filling out forms — we deliver a personalized, in-depth, and strategic approach to ensure you’re fully compliant with federal, state, and local tax laws while minimizing your tax liability.

✅ Who We Serve:

Individuals (salaried, self-employed, contractors, gig workers)
Families (including those with dependents, childcare credits, etc.)
Small and Medium Businesses (sole proprietors, LLCs, S-corps, and partnerships)
Freelancers and Entrepreneurs
Retirees & Seniors (including Social Security, pension, and retirement distribution considerations)

📊 What We Cover:

Federal & State Tax Returns: Comprehensive filing for all applicable jurisdictions
W-2, 1099, and Self-Employment Income: Properly report income, deductions, and qualified expenses
Itemized vs Standard Deduction Analysis: We help you choose the most advantageous option
Earned Income Credit (EIC), Child Tax Credit, and Dependent Benefits: Ensuring you claim every eligible benefit
Education Credits: Including Lifetime Learning Credit and American Opportunity Credit
Investment Income: Including stocks, dividends, and cryptocurrency reporting
Rental Property Income & Depreciation
Healthcare & ACA Compliance: Form 1095-A processing and penalty avoidance
Retirement Accounts (IRA, 401k, etc.): Handling contributions, rollovers, and distributions
Multi-State Filings & Past Year Returns: For those who’ve moved, worked in multiple states, or missed previous years

💼 For Businesses:

Quarterly Estimated Tax Payments (QETs)
Payroll Tax Reporting
Business Expense Deductions
Depreciation Schedules for Assets
Year-End Reporting (W-2s & 1099s for employees/contractors)
Sales Tax Filing & Compliance (if applicable)

🛡️ Why Choose JRICKSS for Tax Prep?

Experienced Professionals: Our preparers are trained and updated annually on the latest IRS and state tax code changes.
Audit-Ready Documentation: We ensure your tax records are complete and properly archived in case of IRS review.
Tailored Strategies: Every client receives a review of potential deductions and tax-saving strategies specific to their lifestyle or business.
E-File for Speed: We electronically file most returns to ensure fast processing and quicker refunds.
Security First: Your personal data is stored securely and handled with confidentiality at every step.
Multilingual Support: We assist clients in English and Spanish for greater accessibility and understanding.

🧠 Our Process:

1. Free Initial Consultation

Discuss your tax situation and what’s needed.

2. Document Review & Collection

We gather your income statements, deductions, and supporting files.

3. Tax Preparation

Our professionals prepare your return and run it through multi-level checks.

4. Client Review & Approval

You approve the return before anything is submitted.

5. E-Filing & Confirmation

We file on your behalf and send you confirmation and a copy for your records.

6. Post-Filing Support

Get help with refunds, IRS notices, or amendments as needed.

📌 Additional Services:

Amended Tax Returns (Form 1040-X)
Tax Planning & Projections for the Coming Year
Filing for Prior or Missed Years
Tax ID (ITIN/EIN) Application Support
Tax Resolution Assistance (if you owe back taxes)

📞 Ready to File?

Whether you’re due for a refund or worried about how much you owe, let JRICKSS take the stress out of tax season. We’re here to make sure every number adds up in your favor.