Having your individual income tax returns prepared by Yoder Financial Services is as simple as 1-2-3:

1. Download & complete our 2023 Tax Organizer.

2023 Taxpayer Information Form

2023 Itemized Deductions

2023 Business Organizer

2023 Business Auto Worksheet

2023 Business Use of Home Worksheet

2023 Farm Organizer

2023 Rental Property Organizer

 

2. Upload, fax, or mail the completed organizer and your tax documents to us.

If this is your first year using our services, we also need a copy of your driver's license and previous year's tax return.

We will contact you with any questions we have as we prepare your income tax returns. Typical preparation times are 2-3 weeks, although these timeframes vary, especially during the peak of tax season (late February – early April).

If you have sent your documents to us and would like to know if we have received them, please contact Jessica Troyer by e-mail ()  or phone (814-580-8953 ext. 204).

3. Once your returns have been completed, sign and return the electronic filing authorization.

As always, we are ready to answer any questions you may have throughout this process. If you would like to meet with us to discuss your particular tax situation, please contact us for an appointment. We value the opportunity to serve in this way.

No Penalty Guarantee

Penalties assessed because of errors made by Yoder Financial Services are on us!

Our Address:
Physical Address
11523 State Highway 198
Guys Mills, PA, USA 16327
Mailing Address
PO Box 145
Guys Mills, PA, USA 16327
Phone Number:
  (814) 580-8953 Fax Number:
  (814) 314-8135
Hours of Operation:
Mon. to Fri. 9am to 5pm
Sat. & evenings by appointment