Chip Capelli FacebookChip Capelli Linkedin

Tax Preparation Services

We understand that filing tax returns can be a confusing and overwhelming process. We will make sure that you understand how it works and are pleased with the end result.

Services Include:

Where's My Refund?
The Internal Revenue Service maintains a page on its website to help you track your refund. You will need to provide some information to verify your identify and the system will give you a status. The website is updated each Wednesday. Of course, if you ever need Chip's help in tracking down your refund, all you need to do is ask.
Social Security Administration
Check out your Social Security Statement, change your address, and manage your online benefits. The site also has answers to frequently asked questions about Social Security.
Form W-9
Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example: Income paid to you, real estate transactions, mortgage interest you paid, acquisition or abandonment of secured property, cancellation of debt, or contributions you made to an IRA.
Tax Withholding Estimator
The IRS encourages everyone to use the Tax Withholding Estimator to perform a “paycheck checkup.”  This will help you make sure you have the right amount of tax withheld from your paycheck.
Taxpayer Roadmap Tool
The Taxpayer Roadmap illustrates, at a very high level, the stages of a taxpayer’s journey, from getting answers to tax law questions, all the way through audits, appeals, collection, and litigation. It shows the complexity of tax administration, with its connections and overlaps and repetitions between stages. As you can see from its numerous twists and turns, the road to compliance isn’t always easy to navigate.