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

1. Download & complete our 2021 Tax Organizer.

2021 Taxpayer Information Form

2021 Itemized Deductions

2021 Business Organizer

2021 Business Vehicle & Home Office Organizer

2021 Farm Organizer

2021 Rental Property Organizer

2021 Other Income and Adjustments

 

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 Christine Gingerich by e-mail ()  or phone (888-480-8889 ext. 203).

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.