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 Business Use of Home Worksheet
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.