D.A.T. Business Services, LLC has relocated from Pocatello to Idaho Falls. We are looking for new clients in our area.
We offer Affordable Income Tax Preparation for Individual, Individual with Sch C or Sch E, Partnerships and Corporations.
We have the ability to work traditionally locally in person or online We also have the ability to work with anyone online anywhere in the United States.
Every client will be given access to their own tax return portal. In the portal you can upload tax forms, documentation and see how your return is progressing. We offer e-signatures for signing your return after you have reviewed it. For online tax preparation a conference video will need to take place. You can schedule a Free Consultation with our online appointment site.
We are also be offering Pay-by Refund. This service option pays your tax preparation fee right from your refund so that you have no out of pocket expense. It comes with free up to $1 million dollars in identity and fraud insurance.
We will make special appointment times outside of our normal business hours. Just contact us.
Prepare to gather the following for your appointment:
1) Last years tax returns
2) W-2's, Sch K-1
3) 1099's. of any kind
4) Dependent Information -Date of Birth, Number of months lived with you in the tax year.
5) Copy of everyone on the tax returns Social Security Card and Picture Government Issued ID.
If you have a business or rental property bring a profit and loss, Balance Sheet or General Ledger.