Tax Preparation for Individuals

Get every dollar, credit, and deduction that you are entitled to and sleep well knowing your taxes are done accurately.

At PJ’s Tax & Financial Services, we pride ourselves on our accuracy, excellence and integrity.

Our sole purpose is to ensure our clients receive every tax credit, and deduction they are entitled to.

We guarantee accuracy on all individual (1040) tax returns that we prepare, also ensuring you’re paying only the taxes that your unique situation calls for and not a single cent more!

This means more money in your pocket at the end of the day!

How Does Tax Preparation Work?

We make the tax preparation process easy. Whether you live in San Antonio, or outside of Texas, we have the means to assist you in getting the largest tax refund possible!

Simply contact us by phone, email, or by completing our online form. A team member will collect your personal information and gather an overview of your specific tax situation. Next, you’ll submit your documents via our secure portal. (We take security very seriously!) Then we’ll get right to work! Our tax preparers will contact you with the results and to discuss your tax filing options. 

Have questions along the way? We’re only an email or phone call away!

Important (Required) Documents

To expedite the tax preparation process and to ensure accuracy, it is important that you have your tax and identification documents ready.

Though every individual tax situation is unique, some of the most common documents you will need include:

  • A driver’s license or state ID card
  • Income documents (W-2s, 1099s, etc.)
  • Social Security Number
  • Dependent information (full name, date of birth, social security number), if applicable
 

Own a business or have a side-hustle? Let’s talk about your options! Click here to learn more.