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FOR OUR NEW CLIENTS

 

We are thrilled to welcome you to M&M Tax Services, where your financial well-being is our top priority. Thank you for choosing us to assist you with your tax needs, and we look forward to providing you with exceptional service.

To ensure a smooth and efficient tax preparation process, please make sure to bring the following documents with you to your appointment:

  1. Personal Information:

    • Valid government-issued photo ID for you and your spouse (if applicable).

    • Social Security cards or ITIN (Individual Taxpayer Identification Number) cards for all family members listed on the return.

  2. Income Documents:

    • W-2 forms from all employers for the tax year.

    • 1099-MISC, 1099-INT, 1099-DIV, and any other 1099 forms if applicable.

    • Proof of any other income, including rental income, self-employment income, or pension income.

  3. Expense Documentation:

    • Documentation for deductible expenses, such as mortgage interest, property taxes, medical expenses, and unreimbursed business expenses.

    • Receipts for charitable contributions.

    • Documentation for any other deductions or credits you may be eligible for.

  4. Healthcare Information:

    • Form 1095-A, 1095-B, or 1095-C if you had health insurance coverage through the Marketplace, employer, or privately purchased insurance.

  5. Financial Statements:

    • Bank statements and investment account statements.

  6. Previous Tax Returns:

    • Copies of your previous year's federal and state tax returns.

  7. Other Relevant Documents:

    • Any other documents that you believe may be relevant to your tax situation.

Please remember that the more organized and complete your documentation is, the more accurate and efficient we can be in preparing your tax return. If you have any questions or concerns about what to bring, don't hesitate to reach out to us ahead of your appointment, and we'll be happy to assist you.

Our goal is to make the tax preparation process as straightforward and stress-free as possible for you. We appreciate your trust in our expertise, and we're committed to helping you achieve the best possible tax outcomes.

Thank you again for choosing M&M Tax Services. We look forward to meeting you and assisting you with your tax needs. If you have any questions or need to schedule your appointment, please don't hesitate to contact us.

Sincerely,

Mohammad Shkoukani 

414-316-9100 

414-340-1987

mandmtaxservicesmilwaukee@gmail.com

Download our app to send your information and initiate the tax filing process conveniently from the comfort of your home.  Thank you for choosing M&M TAX SERVICE.

https://taxestogo.com/App/Download/87769

 

 

 

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Services

Designed to Meet Every Client’s Needs

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Filling Out Tax Form

Individual and small business                 Income Tax Preparation

We Understand Your Specific Needs

When you choose our team to handle your Income Tax Preparation, you receive more than our expertise and insight. You receive professional partners who work tirelessly to minimize your stress and ensure your financial health.

 Simplify Your Business Operations with M&M Tax Services

 As a small business owner, you're undoubtedly aware of the various responsibilities that come with managing day-to-day operations. Juggling sales tax, estimated tax, payroll, and now the newly required Beneficial Ownership (BO) filings can be overwhelming and time-consuming.

At M&M Tax Services, we understand the challenges that small businesses face, and we're here to offer you a solution. Our team of experienced professionals specializes in handling tax-related matters, ensuring that you can focus on what you do best – running and growing your business.

Here's how we can assist you:

  1. Sales Tax Management: Let us take care of the complexities of sales tax compliance. Our experts will ensure accurate calculations, timely filings, and adherence to all relevant regulations.

  2. Estimated Tax Filings: Stay on top of your tax obligations without the hassle. M&M Tax Services can handle your estimated tax filings, helping you avoid penalties and ensuring you meet all deadlines.

  3. Efficient Payroll Services: Simplify payroll processing with our dedicated payroll services. From employee payments to tax withholdings, we've got you covered, leaving you with more time to focus on strategic business decisions.

  4. Beneficial Ownership (BO) Filings: With the new BO filing requirements in place, it's crucial to comply promptly. Let us take the burden off your shoulders by managing the entire filing process efficiently and accurately.

By entrusting M&M Tax Services with these essential tasks, you can save valuable time and resources, reduce stress, and ensure that your business remains in compliance with all regulatory requirements.

If you're interested in learning more about how we can tailor our services to meet your specific needs, please don't hesitate to reach out. We would be happy to schedule a consultation at your convenience.

Thank you for considering M&M Tax Services as your trusted partner in simplifying your business operations. We look forward to the opportunity to support your success.

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Welcome

Put Your Finances in the Hands of Experts

Only the Best

Personalized Service

At the heart of M&M Tax Services is a dedication to providing personalized service. Clients are not just numbers; they are valued partners in the journey towards financial well-being. The company's team of tax professionals takes the time to understand each client's financial situation thoroughly. This ensures that every deduction, credit, and tax-saving opportunity is explored, ultimately maximizing returns and minimizing liabilities.

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