PREPARATION & FILING
Tax preparation made straightforward.
PD Group provides tax preparation support for individuals and businesses, with a focus on personal attention, clear communication and practical filing support.
01
Individual Tax Preparation
Personal tax preparation and filing support for individual taxpayers.
02
Business Tax Preparation
Tax preparation and guidance for business owners and organizations.
03
Preparation & Filing Support
Professional preparation and tax filing assistance with straightforward support throughout the process.
HOW IT WORKS
A clear preparation process.
01
Prepare
Gather the tax documents and information that apply to your filing situation.
02
Review
Review the information together and identify questions or items that need clarification.
03
File
Complete the preparation and move forward with the appropriate filing process.
BE PREPARED
What to bring to your appointment.
The exact documents depend on your tax situation. Common items may include:
- W-2 forms from your employers
- Applicable 1099 forms and other income documents
- Receipts or records relevant to deductions you plan to discuss
- Correct information for dependents you intend to claim
NOT SURE WHAT YOU NEED?
Start with your filing situation.
Schedule an appointment and discuss the documents that may apply to your individual or business tax preparation needs.