Income Tax Preparation Services Near Waterbury, Ct
Are You Paying Too Much Having Your Income Taxes Prepared ?
Income Tax Preparation in Waterbury, CT
Get personal help preparing your income tax return from American Financial Solutions LLC. Work with our Waterbury office in person, drop off your documents, or get started from home with the Taxes To Go app.
Call 203-591-1739 · Ext. 3
Tax Preparation With a Local Office You Can Reach
Preparing your return starts with understanding your income, documents and changes during the year. Our office helps you organize the information needed, follows up on questions and walks you through the next steps.
Individual & Family Returns
Get help preparing your federal and state income tax returns, with attention to the documents and details relevant to your household.
Income That Needs Extra Review
If you have self-employment, rental income or other circumstances, contact the office to discuss your return and the records to provide.
Clear Next Steps
Ask about preparation fees, required documents and how you will review and sign your return before filing.
Start With the Right Tax Client Form
Choose the form that fits your relationship with our office. These forms help us collect or update your information before preparing your return.
New Tax Clients
Tell us about yourself and your tax preparation needs using our intake form.
Complete the New Client Form →Returning Tax Clients
Update your information and let us know what has changed since your last return.
Complete the Returning Client Form →Schedule an Appointment
Choose an appointment through our scheduling link or call the tax office for help.
Schedule Your Appointment →Choose How to Work With Our Tax Office
Use the option that works for you, and contact us if you need help getting started.
Visit or Drop Off Documents
Bring your documents to 48 Meriden Road in Waterbury during office hours. For after-hours drop-off, place them in an envelope through the front-door mail slot and call to let us know.
Call the Tax Office · Ext. 3 →Use Taxes To Go
Use the app to send tax documents from your phone and work with our preparer remotely. Our office will guide you through review and signing.
Get Our Taxes To Go App →Upload Your Files
Use our office document upload link to provide files. Contact us if you need instructions or want to confirm that your documents were received.
Open the Document Upload →How Our Tax Preparation Process Works
Get Started
Complete the new-client or returning-client form and choose how to work with us.
Provide Documents
Send or drop off your tax documents. We will follow up about missing information.
Review Your Return
Discuss your completed return, ask questions and review the preparation fee.
Sign & Complete Filing
Complete the required signatures and any remaining steps with guidance from our office.
What to Have Ready for Tax Preparation
Your document list depends on your circumstances. Start with these items and ask us what else is needed for your return.
Personal Information
- Photo identification
- Taxpayer identification information for you, your spouse and dependents
- Prior-year tax return
- Current contact information
Income Documents
- W-2s and applicable 1099 forms
- Retirement and other income statements
- Self-employment income and expense records, if applicable
- Rental income and expense records, if applicable
Other Relevant Records
Bring documents related to your household, expenses and other changes during the filing year. Contact the office for a checklist tailored to your situation.
View Our Tax Appointment Checklist →Why Choose American Financial Solutions?
Local Office
Work with a Waterbury office where you can call, visit or drop off documents.
Flexible Ways to Begin
Choose an appointment, drop-off, online forms or the Taxes To Go app.
Personal Communication
Get help with questions and the next steps for preparing your return.
One Clear Process
Know how to provide documents, review your return and complete signing.
Visit Our Waterbury Tax Office
American Financial Solutions LLC
48 Meriden Road
Waterbury, CT 06705
Office hours:
Monday–Friday, 9:30 a.m.–4:30 p.m.
Before You Visit
Call or schedule an appointment to discuss your return and what to bring. Ask the office about preparation pricing and currently available payment options.
Serving tax clients in Waterbury and surrounding Connecticut communities, with remote document options available.
Tax Preparation FAQs
Where is your tax preparation office?
Our office is at 48 Meriden Road, Waterbury, CT 06705. Office hours are Monday–Friday, 9:30 a.m.–4:30 p.m. Call 203-591-1739, extension 3, for tax preparation questions.
How do I get started as a new tax client?
Complete the New Tax Client Intake Form, then contact the office or schedule an appointment so we can explain the documents needed for your return.
What should returning tax clients do?
Use the Returning Tax Client Update Form to tell us about changes to your contact information or tax situation, and provide your tax documents for the current filing year.
Can I work with you without visiting the office?
Yes. The Taxes To Go app lets you send documents to our office from your phone. We will follow up about missing information, reviewing your return and signing.
Can I drop off my tax documents?
Yes. You can drop off documents during office hours. For after-hours drop-off, use the front-door mail slot with your documents in an envelope. Call the tax office to let us know you have dropped them off.
What documents should I have ready?
Have your photo ID, taxpayer identification information, prior-year return and current-year tax documents ready. Include income forms and records relevant to your situation. Contact us if you are unsure what to provide.
How much does tax preparation cost?
The preparation fee depends on the forms and work required for your return. Contact the tax office for pricing and details about any currently available payment options.
How do I schedule a tax appointment?
Use our appointment scheduling link or call 203-591-1739, extension 3. The office can help you choose an appointment or another way to provide your documents.
Ready to Start Your Tax Return?
Choose the appropriate client form or call our Waterbury tax office. We will help you take the next step.
Questions about fees or appointments? Contact our office before getting started.
Tax Filing On TaxesToGo® is a mobile app that allows you to send your tax information to your professional tax preparer from anywhere – no need for an office visit! You can save time and get your refund quickly.
Secure Securely transmit your tax documents and information to your preparer using a unique Tax ID number for confidential communication. - Easy To Use Simply snap a picture of your tax documents, send them to your preparer and sign your tax return all from your mobile device.
- Convenient Quickly and securely send your tax documents to your professional preparer from your mobile device without ever having to visit an office.
- This Video is how to send documents to office and your a returning client to the office or we already have your personal information in or tax software.
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What to Bring to a Tax Appointment Tax Checklist
What to documents to Bring to a Tax Appointment Personal documents Bring all documents below. Photo ID Social Security Cards, Social Security Number verification letters,
- No Up Front Tax Preparation options (fee taken out of refund)
- Refund Advance (*Call for details)
- Pre-Paid Visa for Refund Deposits
- Printed Refund Checks
- Electronically Filed Federal 1040EZ Starting @ $100.00 plus state fee
- Get Return Done from your Home (Taxes To Go App )
- Need more information call office at 203 591 1739 ext 3
Ways to Get your Return Done
Use Our Taxes To Go App
- No need to come into the office
- Hit link to send text to get app on your phone (Hit Here to Get Taxes To Go )
- To Get a 5% savings on Preparation Fees (Enter Referral Code Save 10%)
- Hit link on phone to get app
- Follow instructions from app (See Video on how to use the app if you are a returning client)
- You can send Tax forms through a secure upload through app to the office
- When completed you can review and sign tax forms
- You can pay for preparation fees with refund or pay over the phone
Drop Off Tax Forms
- Drop off forms during office hours (Monday to Fri 9 am to 4:30 pm) (Call to say your dropping off 203 5911739 ext 3
or
- Drop off after hours ,use front door mail slot and envelope provided at door (Call to say your dropping off 203 5911739 ext 3
Can review Return over phone or use Video Conference app - Can Set up Appointment to sign in person after Review of return to Sign
This Video is how to send documents to office and your a returning client to the office or we already have your personal information in or tax software.
