Tax Prep
Take Control of Your Tax Future
Take the Stress Out of Tax Season
At MoneyWorks Group, we help you prepare your tax return with care, clarity, and confidence—so you can avoid costly mistakes, claim every deduction you deserve, and enjoy peace of mind knowing your finances are in order.
Guidance that fits retirement realities
As you move through retirement, your tax situation often becomes more complex. You may have income from Social Security, pensions, IRAs, investments, or even part-time work.
There are special deductions and credits for seniors, and new tax laws can impact your return each year. Without the right guidance, it’s easy to miss out on savings or make errors that lead to IRS notices.
Our tax prep service is designed for people just like you:
- Retirees and widows navigating new tax situations
- Anyone with multiple sources of income
- Those who want to maximize deductions and avoid surprises
Everything you need—handled with care
- Personalized review of your financial documents
- Careful attention to retirement income, RMDs, and Social Security
- Maximizing deductions for medical expenses, property taxes, and charitable gifts
- Year-round support for tax questions or IRS letters
- Guidance on planning ahead for next year’s taxes
Guidance tailored to life’s transitions
We understand the unique challenges you may face:
- Navigating the “widow’s penalty” and changes in filing status
- Understanding how Social Security and retirement withdrawals are taxed
- Making the most of senior-specific deductions and credits
- Planning for future years to avoid surprises
Trusted options if you prefer DIY or free help
If you prefer to prepare your own taxes or need free assistance, there are excellent options available:
- IRS Free File: Online tax prep for those with AGI up to $79,000.
- Volunteer Income Tax Assistance (VITA): Free help for those earning $67,000 or less, people with disabilities, and limited English speakers.
- Tax Counseling for the Elderly (TCE): Free, in-person tax help for those age 60 and older, specializing in retirement issues.
- Find local sites: Use the IRS VITA/TCE locator tool—or call us, and we’ll help you find a program near you.
Our Approach
Simple, Secure, and Supportive.
We get to understand you and your needs
We take the time to learn about your income, family situation, and any changes over the past year. We’ll help you gather the right documents and answer your questions in plain language.
We prepare your return with care
Our experienced team reviews your income sources, deductions, and credits to ensure your return is accurate and optimized. We check for senior-specific issues like the widow’s tax penalty, RMDs, and Social Security taxation.
We support you year-round
Taxes aren’t one-and-done. We’re available after filing to answer questions, monitor changes in tax law, and adjust your strategy as life evolves—so you’re never caught off guard.
How to Get Started
Three simple steps to a smooth, stress-free tax prep experience.
Gather your tax documents
Pull together the essentials. Typical items include:
- Social Security statements (SSA-1099)
- 1099s (interest, dividends, pensions, annuities, etc.)
- Medical expenses & prescriptions
- Charitable donations
- Property tax records
- Any IRS letters or notices
Contact MoneyWorks Group
Schedule your tax prep appointment and we’ll outline the process and timing.
Relax and let us handle the details
We’ll keep you informed and answer your questions every step of the way—so you can feel confident and cared for.
What Our Clients Say
Real experiences from families who wanted clarity, confidence, and lasting peace of mind.
I always thought estate planning was only for the wealthy, but this made it so easy and affordable. Now I know my family will be taken care of, and I feel such peace of mind.
Having everything organized and stored in one place is a huge relief. I wish I’d done this sooner.