Tax Services 

We are licensed in ALL States. We are affordable, experienced, and friendly. We are also an Authorized IRS e-file Service Provider. No matter where you live, we will assist with the preparation of all your individual tax service needs from a basic 1040 to complex business returns. We simplified tax filing.  Just Scan, Upload, Review and ABA Tax Accounting will E-file your return from our St. Paul, Minnesota office! Face to Face Appointments are NOT required.

ABA Tax Accounting Paperless Tax Workflow

With today’s technologies, completely paperless work product is possible. Integrating the right technologies allows ABA Tax Accounting to achieve a completely paperless tax workflow— from initial client data collection to e-fling returns and getting paid. 

How It Works

A secure online Client Portal allows remote taxpayers to exchange financial information, tax documents and tax returns saving valuable time and resources. Scan or fax your tax documents at your leisure! In person appointments are certainly challenging, so if requested we can set up a Skype meeting.

Getting Started

Here is a quick list of the necessary steps to have ABA Tax Accounting to prepare your tax returns.

As you work through the following steps, we are always available to you so please do not hesitate to contact us:

• Sign in to our Client Portal after receiving login and password
• Gather Your Tax Documents
• Print and complete the tax organizer
• Complete the Tax Questionnaire, essential yet simple Yes / No questions
• Complete Supplemental Worksheets
• Scan and Upload Your Tax documents in our Secured portal

Sending Your Documents

We provide nationwide tax preparation service and your ability to communicate with us is critical to everyone’s success. And your comfort level in sending sensitive and personal information is our top priority so we have implemented ways to safely and securely send your tax documents to us.

Client Portal

We have contracted with CPA Site Solutions to administer our Client Portal which provides secure, online document exchange. "OUR CLIENT PORTAL IS THE MOST SECURE CLIENT PORTAL AVAILABLE ON THE MARKET." Your data is protected in extremely secure environments. Most Client Portal vendors provide 5 or 6 layers of security. CPA Site Solutions, who hosts our Client Portal, protects you with  14 full Layers of Security. The Client Portal will allow you to securely upload your tax documents to our office. In addition, the Client Portal can be used to retrieve and review your tax return prior to e-Filing.

Turn Around

Once we get all your information, we will have a preliminary tax return for your review within 1-2 days. You will need to login to our secure Client Portal to view your return. After you approve your tax return and pay your invoice, we will e-File it on your behalf and make the final version available for download. Usually within 2-3 business days, you will get your tax refund directly deposited into your bank account.

Gathering Your Tax Documents

The quality of your tax return and the timeliness of its preparation depend strongly on obtaining all your tax related documents and information. Therefore we have created the following checklist. As more companies move to electronic delivery of their tax documents and statements, this checklist will help ensure you are not missing important tax documentation.

Income

• W-2s from Employers
• K-1s from Partnerships, S-Corps
• 1099s from Banks, Investment Brokers, Government Agencies, Contract Employers, etc.
• Cost Basis, Purchase History for Stock Sales
• Small Business, Rental Property Income

Home Deductions

• 1098s from Mortgage Lenders (the form is now required, not just the figures)
• Home Purchase / Refinance Documents, HUD Statements
• Private Mortgage Insurance (PMI) Premiums, Year-End Loan Statements
• Property Tax Paid

Other Expenses

• Childcare Expenses (facility name, addresses, tax ID numbers)
• Medical Insurance, Expenses (certain rules apply)
• Health Savings Account (HSA) Statements
• 1098s for Tuition, Student Loan Interest, Education Fees
• Job Related Expenses (cell phone, mileage, home office, etc.)
• Charitable Contributions
• Auto Registration Tax and License Fees
• Moving Expenses (certain rules apply)

Additional Checklist for New Clients

• Completed tax Organizer (you can print black copy from our website)
• Last Year’s Federal Tax Return
• We will typically need your Form 1040 (pages 1 and 2) and all schedules (A, B, C, D and E) and state tax return copy. Information such as last year’s itemized deductions, carry-forward losses from investment sales, accumulated depreciation, disallowed passive losses, etc. Some of these things might not pertain to you, but providing this information is important.
• If you were subjected to AMT in the past, we will need the past four years; your entire tax return is preferred.
• Last Year’s Tax Prep Fees (they might be deductible)
• Dates of Birth and Social Security Numbers (you, spouse, children, etc.)
• Routing and Account Numbers for Direct Deposit

Tax Services with You in Mind

Our Woodbury, Minnesota business hours allow flexibility and meet the needs of busy professionals and business owners. Available to meet evenings, weekends and make house calls too! Our service has only one ultimate objective: to reduce your tax burden by providing the most professional income tax service available today.

We're here to help! For no obligation free consultation contact us today at 651-300-4777!