First Alliance log

  Home | Contact us


tax forms

We can prepare both personal and business income tax returns.

We are located at: 7448 Aloma Ave., Suite 1, Winter Park Florida.

Hours: 9:00am - 5:00 pm Monday - Friday (Weekends - by appointment only


Income Tax Preparation

Umphrey Financial Services can offer our clients with a range of refund products to meet every taxpayer’s needs.  You can conveniently drop off your receipts and other required information (see list below) and let us put your mind at ease. E-filing or electronic filing is the most accurate way to file and eliminates many of the mistakes that generate notices from the IRS. E-filing also reduces the six to eight weeks it used to take to get your refund check when filing by paper, which can also be done if that is what you prefer. 

Umphrey Financial Services, Inc. assists Florida residents in Winter Park, Casselberry, Winter Springs, Oviedo, Chuluotta, Longwood, Altamonte Springs, and the greater Orlando area.

What to bring for your next tax meeting

(Contact your tax preparer to determine what’s necessary for you to bring with you. Many of these items may help to reduce your taxes).

  • Drivers license(s)
  • Social security cards
  • Dependents' social security numbers & dates of birth
  • W-2 forms (wage statements)
  • Last years return (if available)
  • 1099-R (s) for pension, retirement income
  • Interest and dividend income commissions
  • Sales of stocks or bonds
  • Self-employed business income & expenses
  • W-2G for lottery or gambling winnings/losses 
  • 1099-G if you get a state tax refund 
  • SSA-1099 for Social Security\unemployment income
  • Rental property income and expenses
  • Alimony paid/received
  • Child care expenses and provider information
  • Record of purchase or sale of residence
  • Moving expenses (if any)
  • Real estate and personal property taxes
  • Mortgage or home equity loan interest paid
  • Estimated Taxes or foreign taxes paid
  • Cash and non-cash charitable contributions
  • Job related expenses that have not been reimbursed
  • Job related educational expenses
  • Education expenses (if any)
  • Medical expenses
  • Dental expenses

Please note: Privacy is of utmost importance. You can be assured that all of your documentation will be handled securely and confidentially.

Bullet Insurance companies we represent


Walter Umphrey, Agent/Owner











Privacy Policy



2015 | Umphrey Financial Services, Inc. | Site by deb design