PERSONAL/INDIVIUAL
TAX RETURNS

For most people preparing a tax return is an occasion filled with frustration and worry. Filing your taxes each year is a chore that has to get done, but isn’t high on your “to-do” list. At Hale Accounting Services we give you back your time and relieve you of the headache over tax filing forms and deadlines. Put simply, “we love doing taxes.”

Did you know that nearly half of all American taxpayers are overpaying the IRS? You might be one who is repeating the same mistakes or overlooking deductions year after year. Hale Accounting Services’ tax professionals will thoroughly examine your tax situation to get every deduction, credit, and tax advantage possible. It’s our pledge to provide quality tax preparation that we stand behind.

Did someone else prepare your taxes last year? We'll give it a second look at NO Charge. And, if we prepared your taxes and the IRS audits you, we will accompany you to the audit to help answer questions. If we made an error in the preparation of your return that results in an additional cost of interest or penalty, we will pay that interest and penalty.

Here’s what to bring when you come to get your taxes prepared:

You’ll need to bring personal information for each member of your family:
  • Name
  • Date of Birth
  • Social Security Card /ITIN/ATIN
  • Last Year's Tax Return
  • Valid Driver's License or State ID card
  • Bring us your Income and other Tax information:
  • W-2s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings
  • State Income Tax Refunds
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement
  • IRA or 401(k) Distribution
  • Unemployment Compensation
  • Miscellaneous Income (1099-MISC)
  • Form 1095 Health Insurance Marketplace Statement
We will pay attention to Deductions & Adjustments for:
  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest
  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Other Tax Credits:
  • Adoption Expenses
  • Retirement Savings Contributions
  • Renewable Energy
  • First-time home buyer
  • American Opportunity Tax Credit (post High School education expenses)
  • Elderly & Disabled
  • Lifetime Learning Credit
  • Premium Tax Credit (Obamacare)
Income Tax Services for Small Businesses Montgomery Co MD
Income Tax Services for Small Businesses Montgomery Co MD

Our Tax Practices

  • Individual / Family Taxes ​
  • Small Business Taxes
  • Minimize Tax Liabilities
  • Second Look/ Opinion to an already prepared return

  • Tax Planning and Estimated Tax Payments
  • Fast and Easy Electronic Filing with refunds deposited
        directly into your bank account
  • Accounting software

We help to make your life less taxing...

Contact us today to learn more about how we can solve your tax issues.

Contact Us


“I met Arlene Hale at a BNI meeting many years ago. At the time, I was struggling to start up a new business and I didn't know anything about taxes or finances as a business owner. Arlene took me under her expert wing and taught me how to manage my money. She was able to straighten out years of my do-it-yourself tax returns and has consistently proven that she is an expert at what she does. I highly recommend Arlene to everyone - she attacks tax returns with determination and an amazing sense of humor. There is no better person! ”.... J.W.