Purple Heart Tax Assistance Program

Included in Free Tax Return

  • Wages, salaries, etc. (Form W-2)
  • Interest Income (Form 1099-INT)
  • Dividends Received (Form 1099-DIV)
  • State Tax Refunds (Form 1099-G)
  • Unemployment Benefits (Form 1099-G)
  • IRA Distributions (Form 1099-R)
  • Pension Income (Form 1099-R, RRB-1099, CSA-1099)
  • Social Security Benefits (SSA-1099)
  • Simple Capital Gain/Loss (Form 1099-B)
  • Health Savings Accounts (Form 1099-SA) limited
  • Itemized Deductions limited
  • Child Tax Credit
  • Earned Income Credit
  • Affordable Health Care Statements
    (Forms 1095-A, B or C)

Offered At A Discounted Price

  • Sale of Home (1099-S)
  • Self-employed Income (Form 1099-MISC)
  • Gambling Winnings (Form W-2G)
  • Cancellation of Debt (Form 1099-C)
  • Education Credits (Form 1098-T)
  • Schedule D (capital gains and losses)
  • Employee Related Business Expenses
  • Multiply State Returns
  • Foreign Income
  • Schedule K-1’s
  • Prior Year and Amended Returns 

Getting Started

  • Visit our Tax Form page and download the Basic Tax Organizer along with any other applicable form(s)
  • Fill out the above form(s) with your information
  • Scan and email or fax the completed tax organizer and your tax documents including your W-2’s to us.  Please include a copy of your last year’s tax return 
  • Please contact us with any questions. Our team is here to help you.
Must be a Purple Heart recipient to qualify. Forms/schedules included in free service may vary depending on circumstances. Free returns for tax year 2015 limited to the first 500 Purple Heart Recipients signing up for the service.
​Meet with a professional accountant about your business or personal financial needs by requesting a free consultation.

Other Services

We have several services to help you in your personal and business life.
No matter the size of your business we have the expertise to help you reach your goals.

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Established 2005