Scope of Services

At Pagliery South Florida Tax Assistance Program, we focus on providing tax preparation assistance for simple Form 1040 returns. Our services are tailored to individuals with straightforward tax situations, including low-income earners, students, and the elderly. To keep our services manageable and efficient, we do not handle complex filings such as business returns, investment-heavy cases, or other specialized tax scenarios.

Scheduling

We operate on an appointment-only basis (found in our “Contact Us”, prioritizing weekends and evenings during tax season (January–April) to accommodate clients’ schedules. This approach ensures that each client receives personalized attention and adequate time to complete their return accurately.

Client Requirements

To streamline the process and prepare effectively, clients are required to bring the following documents:

• W-2s

• 1099s

• Valid government-issued identification

• Social Security cards (if applicable)

• Any other relevant tax documentation

Providing these documents in advance helps us serve clients efficiently and reduces the likelihood of delays or errors.

This section will guide clients on what to expect and how to prepare for their appointments, ensuring a smooth and productive experience for all.