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Individual Tax Services

Simplify your tax season with our expert guidance and modern technology.

Accounting Plus Provides

Expert Guidance

Our tax professionals prepare your return accurately and look for the deductions and tax opportunities that apply to you.

Modern and Digital

Embrace a paperless process with our cutting-edge tax technology.

Convenience

Submit your tax information anytime, anywhere via our app.

Happy Business Owners Tax Clients

Tax Expertise You Can Trust. Service You Can Count On.

Accounting Plus combines decades of tax experience with friendly, responsive service you can count on. Our tax professionals stay current on changes in federal and state tax law, carefully review the details of your return, and work to ensure it is prepared accurately, efficiently, and in your best interest.

We take the time to understand the life events and financial changes that may affect your taxes, explain what matters, answer your questions, and identify legitimate opportunities to help you pay only what you owe. Whether you prefer to meet in person or use our secure digital process, you’ll have an experienced team guiding you through tax season and helping you plan ahead with greater confidence.

What To Bring Us

What to Bring Us
Income Information

W-2 Forms

Form 1099-DIV — Dividends

Form 1099-INT — Interest Income

Form 1099-B — Investment Sales

Form 1099-R — Retirement Distributions

Form 1099 — SSA Social Security

Form 1099 — NEC

What to Bring Us
Family & Dependents

1098-T Tuition Tax Statement

1098-E Student Loan Interest

1095-A Healthcare

SSN + DOB new Dependents

Daycare Tuition Statements

Schedule A Itemized Deductions

What to Bring Us
Give us totals for

Small Business Expenses

Farm Income + Expenses

Rental Income + Expenses

ROTH/IRA Contributions

529 Plan College Savings Contributions

HSA Contributions and Distributions

What NOT to Bring
Keep at Home

Paystubs

Receipts for expenses

Medical or Utility Bills

Monthly Bank Statements

1095-B and 1095-C Employer Healthcare forms

Birth Certificates or SSN Cards unless requested

Donation Receipts (only needed if over $250 each)

Keeping the number of documents down helps us prepare returns faster and more efficiently!

business owner typing on laptop

Streamlined Taxes with Modern Technology

At our firm, we leverage the latest technology to make your tax filing process seamless and efficient. Our Canopy Client Portal allows you to securely upload your documents, track your tax return status, and communicate with our team—all from the convenience of your desktop or mobile device.

Our digital, paperless approach eliminates the hassle of traditional tax filing and helps you take the pain and guesswork out of your tax season.

Use our Canopy Portal

Android App

iPhone App

Desktop Portal

How to Submit Documents

Accounting Plus Client Portal

Digital Upload

If you haven’t used our portal before, ask to be invited to our Canopy Client Portal. You’ll receive an email invitation to join where you can upload your documents and start your taxes from your couch! Our portal also allows you to e-sign documents, pay an invoice, and communicate with your tax preparer.

 

Drop-off Method

If you’d prefer to stop by, you can drop off your documents at our front desk. We encourage paperless delivery once your tax return is complete even if you can’t get it to us that way so we can cut down on paper usage.

1604 W Business Loop 70 Columbia, MO 65202

 

In-Person Appointments

We offer in-person appointments at our Columbia office. Please call 573.445.3805 to schedule an appointment.

Frequently Asked Questions

Yes. Individual tax preparation is available as a stand-alone service. You do not need to use Accounting Plus for business accounting or other ongoing services.

We prepare individual returns for clients with a wide range of tax situations, including wage income, investments, retirement income, rental properties, self-employment, farms, and small businesses reported on the individual return.

No. You can securely submit your documents, communicate with our team, sign forms, and receive your completed return through the Canopy Client Portal. In-person appointments and document drop-off are also available at our Columbia office.

Yes. Our tax professionals review the information you provide and look for deductions, credits, and planning opportunities that apply to your situation so you pay only what you legally owe.

Let us know about major changes such as marriage, divorce, retirement, a new child, a home sale, investment activity, self-employment, or the purchase or sale of a business or rental property. These changes may affect both your return and future tax planning.