704-948-1264 OFFICE 704-953-8286 DIRECT
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Income Tax Division
INSURETAX
The Income Tax Division specializes in Individual Income Tax Returns. Whether you are self-employed, a student, work multiple jobs, and have dependents, we will do our best to optimize your tax situation all the while remaining within the realms of the tax laws.
We offer year round access, e-filing for both state and federal returns, bank products, and mobile service. Our service is the main key that seperates InsureTax from the rest. We look forward to helping you with both your life insurance and income tax needs.
WHAT DO YOU NEED TO FILE TAXES?

FILING TAXES WITH INSURETAX
Are you in need of someone you can talk to about your taxes? Have you ever felt that your tax preparer may not have been as knowledgeable as they claimed? Do you still have questions when you leave your tax office? Have you ever had unresolved issues with the tax office you filed with? Did you ever feel that once you paid for your taxes you no longer mattered to your tax preparation company?
If any of these questions applies to you then you need to call InsureTax today. Let us fix your tax situation with the best possible outcome for your circumstances.
Who we are: We are a team of qualified tax preparers with years of expertise in all types of tax situations. We are a small company with a big heart that is devoted to giving our clients the best possible customer experience. InsureTax is a federal income tax preparation service that specializes in electronic filing (IRS e-file). We provide full service, individual federal income tax preparation, state income tax preparation and also facilitate related financial products.
What we offer: InsureTax offers services that are efficient and worry-free. We offer you the tools, expertise and resources you need at tax time. Let us prepare your federal and state income tax return and help you get the most money back in the shortest amount of time possible.
Call InsureTax today for your worry free, no obligation, no hassle, and free consultation. Get new peace of mind instead of big-named corporation run-around. We are a small customer oriented company and we care about our clients. You will never feel as if you are just another client. We take each tax situation and treat it with the necessary attention and expertise needed to get you the best out of your hard earned money. We are committed to take care of all your tax needs privately, accurately, and honestly atInsureTax.
Here’s what you’ll need to bring with you…
Proof of identification (Drivers License, Government issued Photo I.D.)
Social Security Cards for you, spouse, and or children
Birth dates for you, your spouse and any dependents on the tax return
All W2's, 1099's, 1099R's, and another income documents received.
Interest and dividend statements - Forms 1099-INT and 1099-DIV
Social Security, State Income Tax refund & Unemployment Compensation statements
Information on Broker and Barter Exchange Transactions - Form 1099-B
Records of rental income and expenses, IRA contributions, and alimony paid etc
Mortgage Interest Statement - Form 1098
Records of medical, eye care and dental expenses
Receipts for cash and non-cash charitable contributions
A copy of last year’s Federal and State returns, if available
Total amount paid for a day care provider and the day care provider's tax info
Married filing joint? Both spouses present to sign completed return.