Tax Services
Tax preparation and planning with clear next steps
VSS Financial Group helps individuals, self-employed clients and businesses prepare current-year, prior-year and amended tax returns. Tax-planning appointments are also available for clients who want to prepare before filing season.
Who this service may help
- Individuals and families
- W-2 earners and retirees
- Self-employed and gig-economy clients
- Schedule C business owners
- Partnerships, corporations and other supported business entities
- Clients needing a prior-year or amended return
Services available
- Individual federal and applicable state returns
- Individual returns with Schedule C business income
- Supported business tax returns
- Prior-year returns
- Amended returns
- Tax-planning appointments
What to expect
- Choose the appropriate appointment type.
- Receive instructions about the records needed.
- Provide complete and accurate tax information through an approved method.
- Review questions and filing details with VSS.
- Complete required authorizations before filing.
What to prepare
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- Government-issued identification
- Social Security or taxpayer-identification information through a secure approved method
- Income documents
- Expense and business records
- Prior-year returns when relevant
- Dependent and eligibility documentation when relevant
- Notices or correspondence related to the return being prepared
Important: Do not send Social Security numbers, identity documents or tax records through the public contact form or unsecured email.
FAQ
Common questions
Do you prepare prior-year returns?
Yes. Prior-year returns can be prepared once the required records for that year are provided.
Can you help with an amended return?
Yes. Amended returns are available when a previously filed return needs to be corrected. The original return and supporting records are needed.
Do you prepare Schedule C returns?
Yes. Individual returns that include Schedule C self-employment income are prepared using the income and expense records you provide.
Do you prepare business returns?
Supported business entity returns are available. The entity type and records are confirmed before the appointment.
What should I bring to my appointment?
Identification, income documents, expense or business records, prior-year returns when relevant and any notices related to the return being prepared.
Can I send tax documents through the contact form?
No. The public contact form is not a secure channel. Identity and tax documents must be provided through an approved secure method confirmed by VSS.
Important information
- Results depend on each client's facts and applicable law.
- VSS does not guarantee a refund, credit, tax outcome or reduction in liability.
- Clients remain responsible for providing complete and accurate information.
Service availability varies by state and service type.
Ready to move forward?
Schedule an appointment or contact VSS Financial Group to confirm the right service and next steps.