I. What Are Your Business Hours?

Our opening Hours of operation are Nonday Thursday Friday from 10:00 am to 8:00 p.m. Saturday from 10:00 am 3:00 Pm

II. What Should I Bring to Prosperity Financial Service Office?

Personal Information For Each Family Member

  • Birth Certificate
  • Social Security Card /ITIN/ATIN
  • Valid Driver’s License

III. Income And Tax Information?

  • W2’s
  • Interest (1099-INT or Substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employement Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings
  • State Income Tax Refund
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement
  • IRA or 401(k) Distribution
  • Unemployment Compensation
  • Miscellaneous Income (1099-MISC)

IV. Deductions/Adjustments?

  • Medical Expense
  • Real Estate Or Personal Property Taxes
  • Mortgage Interest
  • Employee Business Expenses
  • Charitable Contributions
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest

V. Tax Credits?

  • Child Care Provider/Address and Employer Identification
  • Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions

VI. When Is the First Day l Can E-file My Tax Return?

Please Contact our office in opening hours to schedule appointment

VII. How Much for a Refund Loan?

We are known to be $100 cheaper than most of our competitors prices may vary, depending on how detailed the ta TAX return may be.

VIII. How Do 1 Obtain a Current or Prior Year Tax Return Prepared by Prosperity Financial Service?

The Fastest and Safest Way To Obtain An Immediate Copy Of Your tax return is by sending email request to incometax@pfsus.com