EZ Tax 360 is an offering from Better Books 360 focused on tax preparation for individuals. Averaging over 10 years of tax preparation experience, our staff has the knowledge and understanding of the tax law to ensure your tax preparation experience is a stellar one.
Based in our Gaithersburg headquarters, EZ Tax 360 caters to the needs of its neighbors who typically file early and claim earned income tax credits and child tax credits. Preparing these returns involves careful due diligence and quick turn around to ensure our taxpayers get the tax refund they are entitled to as soon as the government makes the money available.
Our staff is ready to serve you.
Beyond Gaithersburg, we currently serve taxpayers who live in approximately 10 different states. The technology that enables us to personally address our taxpayer needs at a distance has been around for a long time.
One of our "COVID silver linings" has been the acceptance of video conferencing and other tools that enable personal service without onsite meetings.
Taxpayers who choose to can upload documents to our secure portal, meet 1:1 with their tax preparer via Skype or Zoom and sign and submit their returns without ever coming to our office! Simply call one of our operators at 301.338.8802 and they will walk you through the collection of documentation and setup a time for you to meet virtually with one of our tax preparers.
Documentation you've received from others (W-2, 1099, etc) and your personal documents (Driver's License, Social Security Cards) can be carried into our office OR you will be able to upload PDF copies to our secure portal when the time comes for your appointment. Please hold this information together and plan to work with our operators and tax professionals to safely transmit these important documents.
Basic taxpayer information needs to be reviewed and updated annually for all taxpayers. Yes, "it's in the system" but please, take a minute and provide full and updated information so we can get your tax return right this year.
How do you earn your income? If you are employed and have taxes withheld by your employer you will need a Form W-2 for each employer. If you are self-employed, you will need your 1099s.
ALSO - If you are self-employed (meaning anyone who receives 1099 income) we will want to summarize your expenses on Schedule C. If you do not keep financial statements, please use the button below to provide us information on your business.
Do you own rental real estate? You'll need to have a summary of income and expenses - good property managers have this for you. Don't have it? Don't worry. Our accounting professionals at BetterBooks 360 can help you prepare a proper statement to use in your tax preparation.
Have income from a trust or partnership? You'll want to obtain a form K-1 from the entity.