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YOUR DEPENDABLE TAX

PREPARATION PROFESSIONALS

FRIENDLY AND AFFORDABLE TAX SERVICES

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COVID-19 APPOINTMENT PROCEDURES

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 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).

 

We will also need the exact amount of each of the stimulus payments regardless of what year they were received. You are not being taxed on the payments. However, if you did not receive the full amount you may be entitled to additional stimulus money as part of your tax return. 

 

We cannot figure out the additional credit without the exact amounts of the payments you received. If you do not know the exact amounts we will have to assume you received the full amount and are not entitled to any additional. You can look up your payment amounts at IRS.GOV

 

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 just as we usually do. 

 

Upon completion of your return, you will be instructed to come back upstairs to sign and pay. Please have your cash or check ready. We do not accept any credit cards.

 

 

Thank you for your understanding and patience. We look forward to seeing all of you in person next year!

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.

  • 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              

  • Higher 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

REMINDER LIST FOR YOUR TAX RETURN

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.

 
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 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

QUICK LINKS

PHONE

302-453-0127

FAX: 302-737-8060

CONTACT: RICHARD SWAVELY

APPOINTMENTS ARE PREFERRED

LOCATION

630 Churchmans Rd. Suite 201 Newark, DE 19702

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