Book your personalized tax consultation
At Cotton & Banks Tax Services, we believe your tax situation is unique. Discover how our personalized approach can help you save money and gain peace of mind.
Why choose a personalized consultation?
When it comes to your taxes, a one-size-fits-all approach often means leaving money on the table. Many people miss out on hundreds or even thousands of dollars in deductions, credits, or strategies they simply don't know about. Cotton & Banks Tax Services offers a different experience:
You are a person, not a form
We tailor our service to your specific financial situation and goals, not just a generic template.
Real expertise that finds what's missing
Our expertise helps uncover opportunities you might overlook, ensuring you get every benefit you deserve.
A full financial picture
We consider not just this year's return, but how current decisions impact your future tax obligations.
Your consultation process
From booking to filing and beyond, we make tax season simple, clear, and stress-free. Here’s what you can expect when you partner with us.
1. Book your appointment
Choose a time that works best for you using our flexible online scheduling. We make it easy to fit your consultation into your busy life.
2. Initial consultation
We begin with a conversation, not just data entry. We listen to understand your financial situation, goals, and any concerns you may have, identifying key opportunities.
3. Document collection
We'll clearly outline the necessary documents, such as W-2s, 1099s, receipts, and prior returns, and guide you through a simple and secure collection process.
4. Preparation & review
Your return is prepared with meticulous care, seeking every deduction and credit. Before filing, we review everything with you, ensuring full understanding and transparency.
5. Filing & follow-up
Once approved, we handle the filing. We remain available for questions post-filing and assist you in planning for the upcoming tax year.
What to prepare for your consultation
To make our meeting as efficient and effective as possible, please consider gathering the following documents and information. Don't worry if you don't have everything; we'll help you identify what's needed.
Income documentation
- W-2s from all employers
- 1099s (freelance, contract, investment, or retirement income)
- Any other income statements received during the year
Personal information
- Social Security numbers for yourself, your spouse, and any dependents
- Last year's tax return (if available)
Deduction & credit records
- Receipts or records for business expenses
- Mortgage interest statements (Form 1098)
- Student loan interest statements
- Childcare or dependent care expenses
- Charitable donation receipts
- Medical expenses (if significant)
Other useful items
- Any IRS notices or letters you've received
- Records of estimated tax payments made
- Health insurance information (if self-employed)