Welcome to Curran Tax Service. Glad you are here! If preparing your own tax return is too time consuming, confusing, or frustrating, allow me to help. Call today to schedule your appointment.
I take a collaborative approach to meeting your tax needs. We start from where you are – I ask questions to get a full understanding of your situation, then prepare your return using the information you provide. You and I are partners in this process, and clear communication is key.
CENTRALLY LOCATED & EASY TO FIND
Curran Tax Service is located in the historic Intrepid building in downtown Duluth at 230 E Superior Street. Metered parking is available on Superior Street and 3rd Avenue East. I am happy to validate parking in the Medical ramp on 1st Street and 3rd Ave E.
UNDERSTANDING my RATES
The fees involved with filing your taxes will depend on the complexity of your return. Each tax return I prepare is as unique as the client sitting before me. Please contact me for an estimate based on your specific needs.
PREPARING FOR THE FIRST MEETING
Read over the checklist below, and do your best to bring what you can. I can take it from there.
Checklist for New Clients:
Copy of last year’s return
Social Security cards for all individuals on the return
A valid state issued ID for the taxpayer and spouse
Proof that dependents live with you, such as school/medical/social service/child care records. Please see our Tax Notes for more information
W2s from ALL jobs held last year
1099 forms issued from unemployment, banks, mutual funds, IRA payouts, 401(k) and other retirement distributions, independent contractor work
Form 1095 (A, B, or C) Proof of Health Insurance (for some ACA situations with dependents making over $6300, we will also need to file their return, or see their prepared return)
Student Loan Interest Paid
1098T along with a financial statement from the school or institution
Mortgage interest statement (Form 1098)
Records for any business activities such as rental and self-employment
Current pay stub
A Check or proof of bank account if you wish to directly deposit your refund
If you sold stock, or your broker sold stock for you, bring the information from when you bought or received the stock
If you purchased a home, bring the closing papers
Any other information or notices you received or anything you have questions about