YOUR DEPENDABLE TAX
PREPARATION PROFESSIONALS

FRIENDLY AND AFFORDABLE TAX SERVICES

TAX SEASON APPOINTMENT PROCEDURES (February 1 - April 15)

Due to the Covid-19 pandemic, our appointment procedures have changed. For your protection and ours we will not have 
face-to-face appointments.

To make your appointment please call the office line to schedule as usual.

Prior to your appointment collect all of your tax documentation and place it in an envelope with your name and a cell phone number where you can be reached written clearly on the outside.

Please include a note with any important changes, (ex. Change of marital status, address, bank account information, or the addition or removal of dependents).

Please, show up 5-10 minutes early for your appointment and bring the envelope with your tax information up to our office, and check in with one of the receptionists. We ask that you go back down to your vehicle and wait for your tax preparer to call you for your appointment. Please do not leave.

Your tax preparer will go over your information and tax return with you over the phone. They will answer any questions that you have.

Upon completion of your return, you will be instructed to come back upstairs to sign and pay. Please have your cash, check or credit card ready.

Thank you for your business. We look forward to seeing you.

WHY MULTISTATE TAX INC?

LOCALLY &
FAMILY OWNED

FOUNDED IN 2010

OVER 50 YEARS OF
EXPERIENCE

FRIENDLY & AFFORDABLE

OPEN ALL YEAR LONG

MEMBERS OF BBB & NATP

TAX PREPARATION CENTER

Rest easy knowing your taxes will be properly handled every single year with the help from the experienced team at Multistate Tax Inc.

OUR TEAM

Get a brief overview of Multistate Tax and see our current team of knowledgeable and dedicated employees. Contact us today.

REMINDER LIST FOR YOUR TAX RETURN

  • W2’s
  • Student Loan Interest
  • 1099’s (Pension, IRA’s, 401k’s, etc…)
  • Interest (Checking, Savings, CD’s, etc…)
  • Dividends
  • Stock Sales
  • Business Income & Deductions (Schedule C)
  • Rental Real Estate (Schedule E)
  • Unemployment
  • Social Security Benefits
  • Social Security Benefits
  • Moving Expenses
  • Education Expenses
  • SS # for all Dependents
  • Out of Pocket Medical
  • Real Estate Sales
  • Mortgage Interest
  • Charitable Contributions
  • Work-Related Expenses
  • Estimated Tax Payments
  • EIN # for Daycare Provider

The team at Multistate has partnered with White Clay Insurance to offer you a comprehensive range of insurance services. We’ve also partnered with Old Security Group to help you achieve your vision for retirement.

HAPPY CLIENT REVIEWS & TESTIMONIALS

“Jake has been doing our taxes for years. Love his honesty and making this process easy for  us!”

Michelle F. | 5/10/2019

“Rich is so great and thorough with his explanations. No hassle when we go!”

-Paula | 2/26/2019

“I always look forward to coming to Multistate Tax every year! All of the staff is so kind, welcoming and very efficient. I would highly recommend this company to anyone! As always thanks to Jake for taking great care of me year after year!”

-Allison M. | 2/8/2019

“I’ve used the services for over 20 years. My grown children also now use the services. The best for the price and you get a little entertainment to boot.”

-James C. | 2/5/2019

“Rich and his staff have been handling my family’s taxes for years now. Service is always excellent. Getting your taxes done is a nightmare but Multi State will make it a breeze.”

-Susan | 1/31/2019

“Jake is great. He was efficient and thorough. We appreciate his honesty and integrity when dealing with our finances.”

-Danielle R. | 1/28/2019

“Ken has been doing my taxes last few years. He’s very helpful and a pleasure to work with.”

-Ryan J. | 1/28/2019

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