Tax return preparation, tax planning and tax forecasting services for individual and small business clients is a core competency of our firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Tax Season notes:

If you will be dropping your return off, please print the Intake form below and include it with your package.

Tax Return Information form(s) - PDF

Tax Return information form(s) - Excel 

This form can/should be used to ensure you inclulde everything we need to properly complete your return.

Return Dropoff: 

You may drop off in the lock box at any time 24/7, or inside during office hours. 

Our Tax Season office hours are:  M, W, Th, F 8:00 - 5:00, Tues 9:00 - 5:00, Sat 8:30 - 12:30.

Most returns do not require a meeting however, but if you feel you need to meet with us to discuss your return, please call the office at 508-987-3600 or email us at customerservice@pbsfinancial.com to either make an appointment for an in person or virtual meeting. 

Quick glance reminders:

• Name, Address, phone & email
• W-2's
• All 1099's (R, Interest, G, Dividends, Misc, NEC, SSA, etc.)
• Unemployment form 1099G
• Social Security statement (SSA1099)
• Interest statements
• List of contributions- we do not need all receipts, just a list will do - you must keep the receipts however as proof if ever asked.
• Medical expenses - we do not need all receips, just a list will do - you must keep the receipts however, as proof if ever asked.
• Health insurance form 1099HC
• If you added a child to the family in 2023 we will need his/her/their name and social security number.