Tax Preparation

Tax forms prepared in a stack

Many of our clients return to us again and again because of the stellar work we did on their first tax return.

Having Huddleston Tax CPAs work on your tax return is a great way for you to get to know us, as well as for us to get to know you.

One of the ways, Huddleston Tax CPAs differ from other accountants is, we continue to excel in our attention to detail. We’ve reviewed and amended many tax returns prepared by other accountants and tax preparation specialists, and our clients have seen the benefits of said work first-hand.


Here’s how our process generally works:

  1. Set up an appointment
    Give us a call and we’ll set up a short consultation to get to know you and your tax situation.
  2. Bring your documents
    To make the most out of your appointment, make sure you bring all the necessary tax documents to your consultation.

Not sure what to bring? Here’s a list of documents that will help us understand your financial situation. This list isn’t exhaustive, but it’s a good start:

Income Documents:

  • W-2
  • 1099
  • K-1
  • Real estate and other income verifying documentation

Investments Documents:

  • IRAs
  • Stocks & Bonds
  • Investment property (real estate, gold, etc.)

Expenses & Deductions Documents:

  • Receipts
  • Transaction lists
  • Books & other records

Finally, remember to bring some questions. Consultations do not have a set agenda, so ask whatever you need to and we’ll answer you quickly and honestly.

From there, we’ll follow up with you. There is no obligation to use our services, but you can let us know where you’d like to take things from there. So don’t hesitate to get in touch with us!

Image credit: KOMUnews