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At Mitchell Advisory Company, we are federally licensed and qualified with more than twenty years of experience in tax return preparation.

Drop off your tax information or call today for an appointment. 704-671-2678



Benefits of Choosing Professional Tax Return Preparation

There are many reasons to hire a tax professional for your tax return preparation. Below, we list some of these benefits.

 #1 - It’s less time consuming.

A tax professional will be able to work quickly and efficiently and save you not only time but the unavoidable headache that is sure to follow.

 #2 - You’re less likely to make mistakes.

 Own a business? Have a complicated tax return? Hiring a federally licensed and qualified tax professional to file your tax returns is always in your best interest. He/she will have the education, knowledge, tools, and expertise to efficiently review your tax information and file your return(s) correctly. Doing so can help you avoid costly mistakes as well as prevent trouble with the IRS.

 #3 - You may discover tax deductions or credits that you may have missed otherwise.

 A tax professional will know all of the possible deductions that you can take – deductions that you may have overlooked or possibly never even thought of. This can wind up saving you anywhere from a couple of hundred to a couple of thousand dollars.

 #4 - Professional tax preparation can help if you’re audited.

By hiring a licensed tax professional, he/she can work with you to organize any necessary paperwork and can deal with the IRS directly on your behalf, ensuring that you are well represented. Sometimes using a tax professional, that can represent you in front of the IRS, and who also prepared your tax return, can help streamline things with an audit.

 #5 - It’s more convenient.

There is no doubt that having your tax return prepared by a professional is more convenient than doing it yourself. Not only is it less time consuming, it can ease anxiety over making sure you remembered to do everything correctly.  

Tax Return Preparation: What to Bring


 Before you schedule your appointment for tax return preparation, know what to bring with you. The following is a helpful checklist of items that you should have for your first meeting with your tax professional.

 Personal Information for Each Family Member

  • Name

  • Date of Birth

  • Social Security Card/ITIN/ATIN

  • Last Year's Tax Return

Income and Tax Information

  • W-2’s

  • Interest (1099-INT or substitute)

  • Dividend Slips (1099-DIV or substitute)

  • Stock Sales (1099-B or Broker Statement)

  • Self-Employment Income and Expenses

  • Sale of a Personal Residence

  • Rental Income and Expenses

  • Sale of any Business Assets

  • Gambling or Lottery Winnings (W-2G)

  • State Income Tax Refund (1099-G)

  • Pension Income (1099-R)

  • Estimated Taxes Paid

  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

  • IRA or 401(k) Distribution (1099-R)

  • Unemployment Compensation (1099-G)

  • Miscellaneous Income (1099-MISC)

Tax Credits

  • Child Care Provider/Address and Employer Identification

  • Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses

  • Retirement Savings Contributions Credit


  • Medical Expenses

  • Real Estate or Personal Property Taxes

  • Mortgage Interest

  • Charitable Contributions (cash and non-cash)

  • Employee Business Expenses

  • Gambling Losses

  • Moving Expenses

  • Traditional IRA Contributions

  • Higher Education Expenses

  • Educator Expenses

  • Student Loan Interest

For additional information about any of our tax return preparation services, contact Mitchell Advisory Company today by calling: 704-671-2678.