Personal Bio

My passion is helping people and taking care of my family and friends. I love walking, listening to music and spending precious time with my grandchildren.

TAX PREPARATION

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.
Here’s what you get…
• Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
• Your tax return can be filed electronically so you will get a refund back quicker
• Books a Mess? No Problem!If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.
• If you’d like to receive more information about our Tax Preparation Service, please complete this form.

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Business Services


Take a look at our Business Services page. Moton Tax Service specializes Tax Preparation Newton County GA
• Small Planning
• Business Valuation
• New Business Formation

New Business Formation

Thinking of owning your own business?
Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever.
A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.
We help you…
1. Prepare an initial business plan to clarify your marketing, management, and financial plans.
2. Determine your start-up capital needs.
3. Select the right accounting software by evaluating your budget, needs and hardware.
4. Set up a home office so you can maximize your tax deductions.
5. Prepare and file all required state and local licenses and permits.
6. Prepare and file your application for your Federal Employer Identification Number.
7. Provide payroll and payroll tax filing when you bring on your first employee.
8. Identify your business insurance needs.
9. Develop a solid Partnership Agreement.

Let us help you succeed by getting your new business off to a good strong start. Please complete the form below to learn more about our New Business Formation Services.

Documents to bring or email

WHAT TO BRING WITH YOU
PERSONAL INFORMATION FOR EACH
PERSON REPORTED ON RETURN:
❑ Name
❑ Date of Birth
❑ Social Security Card
❑ Last Year’s Tax Return
❑ Valid Driver’s License
INCOME AND TAX INFORMATION:
❑ W-2’s
❑ State Income Tax Refund
❑ Interest (1099-INT or substitute)
❑ Dividend (1099-DIV or substitute)
❑ Stock Sales (1099-B or Broker Statement)
❑ Self-Employment Income & Expenses
❑ Rental Income & Expenses
❑ Pension Income (1099-R)
❑ Social Security or Railroad Retirement
❑ IRA or 401(k) Distribution
❑ Unemployment Compensation
❑ Sale of any Business Assets
❑ Gambling or Lottery Winnings
DEDUCTIONS/ADJUSTMENTS:
❑ Moving Expenses
❑ Traditional IRA Contributions
❑ Medical Expenses
❑ Health Insurance
❑ HSA / MSA
❑ Real Estate and/or Personal Property
Taxes
❑ Mortgage Interest
❑ Charitable Contributions
❑ Employee Business Expenses
❑ Gambling Losses
OTHER TAX INFOMATION:
❑ Child Care Provider/Information
❑ Estimated Taxes Paid
❑ Adoption Expenses
❑ Higher Education Expenses

WHY YOU SHOULD CHOOSE Moton Tax Service
TO PREPARE YOUR RETURN

• Friendly professional staff.
• Personal service tailored to meet
your individual needs.
• We stand behind our work and
guarantee your satisfaction.
• Audit assistance if needed.
• Our staff has over 8 years of
combined tax preparation.
• Corporate setups
• QuickBooks ProAdvisor
• We are open year-round to serve
you quickly and effectively. • IRS Registered Tax Return
Preparers
• We do more than individual taxes!

• We have preparers trained to meet the special needs of:
◦ Truck Drivers o Farmers
◦ Construction o Ministers
◦ Military Personnel
◦ Small Business Owners
◦ Civilians working in Combat
Zones.
◦ LLC’s