Tax prep

Tax Preparation

Book an appointment with Lifeline Firm to get your return prepared.

What we help with

Service categories below are placeholders until Derrick confirms his list.

[CONTENT_NEEDED: individual returns]

[CONTENT_NEEDED: business returns]

[CONTENT_NEEDED: prior-year returns]

General guide — ask us what applies to you. [CONTENT_NEEDED: Derrick fact-check this checklist]

Photo ID

Social Security cards for everyone on the return

W-2s, 1099s, and other income forms

Last year's return, if you have it

Bank info for direct deposit

Ask about pricing when you book. No fees are listed on this draft site.

This page shares general information only and is not tax or legal advice.

Pick the path that fits you — tax preparation, starting as a tax pro, or funding — then book or follow your link when it's live.