We can prepare both personal and business income tax returns.

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.

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