In the 2005 1040 instructions, the IRS estimates that an individual will spend on average over 16 hours to prepare his own return. The IRS adds that a filer with a business return will spend an astounding 45 hours to complete the required forms. Our clients who have attempted their own return state it can take the better part of a day to complete the return, yet they spend the remainder of the week worrying if (it is correct) they got it right. Many who have tried the “do-it-yourself” approach have saved professional tax preparation fees in exchange for over the counter tax software fees and filing fees only to have missed deductions or credits that they did not understand or know about resulting in a much more costly return in the end. Jackson Hewitt Tax Service and Upstate Tax provide expertise in the following areas to ensure that each return utilizes the latest tax laws to comply with Federal and State tax requirements:

• Individual (Form 1040)
• Partnership (Form 1065)
• Corporations (Form 1120)
• S-Corporations (Form 1120S)
• LLC (Various Forms)
• Family Limited Partnership (form 1065)
• Estate\Trust (Form 1041)
• Gift\Generation Skipping (Form 709)
• Non-Profit (Form 990)

Why Jackson Hewitt Tax Service and Core Financial Resources

With self preparation over time tax preparation may become “routine” in that the same deductions and credits are used each year. When this happens filers stop looking for savings. We at Jackson Hewitt and Upstate Tax NEVER stop looking. Every year conditions change that can have a great impact on your return including changes in tax laws as well as changes in your personal life. We view our relationship with each client as an ongoing partnership and strive to provide quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize tax liabilities and to maximize your future opportunities. The Jackson Hewitt and Upstate Tax advantage includes

• Trained Professionals – It is our goal that Jackson Hewitt and Upstate Tax preparers have the best training in the business. Each tax professional on our staff must pass a five part examination. The Upstate Tax team is led by two Enrolled Agents who are licensed by the IRS to represent taxpayers. These Enrolled Agents are required by the IRS to complete on going continuing education ensuring that the most up-to-date tax knowledge as well as the workings of the IRS is available to each of our clients. As hard as we try, nobody can expect to know all the tax laws. For your individual tax needs our research team is second to none!
• Year Round Service – Offices are open to serve you all year around. Tax preparers are available to prepare and file returns, prepare amendments, and to aid in tax planning. Enrolled Agents are there to assist you with any IRS issues that may arise at any time throughout the year.
• Software – Jackson Hewitt and Upstate Tax software is developed to identify industry specific questions issues for each occupation type. This ensures we do not overlook valuable deductions and credits or waste your time with ones that don’t apply.
• Going the extra mile - Remarkably we hear stories of tax preparers that aren't willing to file certain schedules or forms or they file ones that are not necessary thus increasing the cost of the tax return. We also hear of returns that were prepared but the preparer could not or did not provide any explanation of the issues. It is our goal to minimize fees while maximizing the tax savings on each return and helping you to understand it all!

Customer Profiles

We work hard to tailor our client interview for your specific personal and occupational needs. Routinely our clients say, “We’ve never been asked this question before.” We’ve even been accused of asking too many questions. Our promise is to ask you only those questions which will ensure the proper tax reporting and tax savings. Here is a sampling of industries we routinely assist:

• Small Business Owners
• Realtors
• Truck Drivers
• Ministers\Clergy
• Professional Services (Medical, Legal, Consulting, etc.)
• Teachers
• Inside\Outside Sales
• Construction
• Retail
• Public Service (Military, Police, Firefighters, etc.)
• Mechanics

Jackson Hewitt Products

Upstate Tax's association with Jackson Hewitt Tax Service allows us to offer industry leading products including Refund Anticipation Loans (RAL), iPower Cash Card, and more. Electronic filing is FREE when we prepare your federal and state returns. Refunds may be directly deposited in your account at no extra charge. Of course if you owe the IRS money, we offer direct debit from your bank account also at no extra charge.

Unfortunately customers do move away from the area and choose to use a local tax preparer for next year's individual return. There's no need to call our offices for a copy. Simply go to the nearest Jackson Hewitt office who will be able to use last year's information to prepare your individual return and/or provide you with a copy.