Tax time is right around the corner. Are you prepared? Don't panic, let us help you. We offer bookkeeping services year round to keep you up to date and that includes during tax time. Check out our site for other helpful tips and tricks that you can use throughout the year to get into gear for tax time.
Please see our Tax Information section for some general information that may be helpful, and also check out our News and Updates to get some tips to get you off on the right foot and specials we will be running this tax season. Be sure to have your Stimulus and Advanced Child Tax Credit information available when you come and see us!
Please see our Tax Information section for some general information that may be helpful, and also check out our News and Updates to get some tips to get you off on the right foot and specials we will be running this tax season. Be sure to have your Stimulus and Advanced Child Tax Credit information available when you come and see us!
Services
Jo's Tax Service was founded in 1992. Founder and CEO, Jo Ann Sims has over 35 years of Tax Preparation and Bookkeeping experience. We strive to provide excellent personal customer service. Our customers are not just another number. In 1986 Jo Ann took an extensive tax class with a major tax firm that covered everything from dependents to depreciation to self employed businesses and much more.
Due to the current events we would like you to know that we will still be accepting drop offs and are more than happy to handle any business possible electronically. As we are considered an essential business as of right now, we will not be closing. Sadly, we will not be able to accept any face to face appointments until further notice.
Tax time always seems to be right around the corner. The lurking nightmare of having to sort through paperwork, bills, receipts. Not to mention the confusion of what you need and what you don't need. Somewhere along the line you just want to give up, and you haven't even made it into the tax office yet!
Below you will find a list of helpful forms. Each one is designed to help in different areas. They will help you prepare for bringing your paperwork in to our office and make things go a lot smoother. Please browse and feel free to print any out that apply to you. For questions, comments, or help on any of these forms please call our office during normal business hours.
Reviews (8)
Annalee Hunton
Jan 09, 2021
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If you are looking for your right to privacy to be completed disregarded, your personal information disclosed to outside parties, and incredulous unprofessionalism Jo's Tax services is right for you. Do not trust these people with your information, it is not safe with them. If I could give them no stars I would. A shambling shack desperately clinging to relevancy in an industry that has outgrown them when everything they offer can and should be done online.
Victor Steed
Oct 17, 2020
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Critical: Professionalism, Quality
It has become apparent to me that one of the services provided at Jo’s is to offer the private information of their clients to anyone that asks. If you value your privacy and want your information to remain confidential, I suggest your search elsewhere for your tax needs.
It has become apparent to me that one of the services provided at Jo’s is to offer the private information of their clients to anyone that asks. If you value your privacy and want your information to remain confidential, I suggest your search elsewhere for your tax needs.
Anthony Piselli
Aug 27, 2020
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Deborah James Dendtler
Jul 08, 2020
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I cannot say it enough ... Joann and her staff are exceptional. I just moved to area... needed a top notch tax preparer... A neighbor recommended Jo’s Tax service... OMG .., I have a very complex Business tax return ... They did my tax returns, showed me errors made on my previous 2 years returns. Set me up for success for filing in 2020. Five stars!!!
Gardiner M.
Aug 22, 2019
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Michelle Lea
Jan 14, 2019
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Donnie helped so much with my trust taxes. He didn't just gather the information and move to the next customer, he actually takes the time to sit and explain what he's doing, answer your questions. Great customer service. The office/waiting area could use a face lift but then again looks aren't everything!
Pat C.
Mar 16, 2018
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Annalee Hunton
Jul 12, 2017
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If confidentiality, competence, or common sense are are traits that you value in a tax service, Jo's Tax Service is not the place for you. Your personal information and privacy are not respected at this establishment, rather, your personal information is something so trivial as to be given out freely over the phone to just anyone who happens to call. This tax service is a waste of land. A dying, shambling shack in a society that has technologically out-grown it.