Tax Preparation

Grace Financial offers three services for personal income tax preparation:

By Appointment…

You can call our office to schedule appointments. Scheduled appointments always take priority over walk-in clients. Your taxes will be e-filed while you are there unless you need to bring back additional information. The paperwork that you take with you will include your copy of the prepared return, any payment vouchers, and/or any tax returns that need to be mailed.

Walk in…

If you do not have an appointment you can still walk in at any time during business hours and wait to see a preparer. Our walk-in service is first come, first served, and our appointments take priority over walk-ins. Since our goal is to keep the wait as short as possible for everyone, walk-in clients cannot request a specific preparer. Your taxes will be e-filed while you are there unless you need to bring back additional information. The paperwork that you take with you will include your copy of the prepared return, any payment vouchers, and/or any tax returns that need to be mailed.

Drop off…

The easiest way to have your taxes prepared is our Drop-off Service. You can come in at any time (no appointment necessary) and drop off your income tax paperwork, have us prepare it, then come back one more time to pick up the completed return. Niles-area residents can drop their taxes off at First Choice Community Credit Union, 804 Warren Ave. Here’s how the process works: You fill out our Client Information Form and drop off your tax forms at our office. A preparer will prepare your return using the information provided by the tax forms and the client information sheet. If any additional information is required, the preparer will contact you in order to complete the return. Once the return is completed, the preparer will call you to discuss how to file, pricing, and when you can come back to pick up everything.

Payment for preparation is expected at time of pickup.