M&M Tax Preparation Services

New Clients - In-Person Appointment Required

Returning Clients - In-Person Appointment, Mail, Email, or Dropoff

We have a variety of methods to meet clients and prepare tax returns. We aim to provide tax service at the client’s comfort level and are willing to support your family in the following methods. For new clients, we prefer an in-person meeting so we can get to know you and your family’s circumstances. However, we are flexible and will work to meet your needs.

  1. Our in‑person tax preparation service provides a personalized and efficient experience. To get started, please contact our office to schedule an appointment. During your visit, you will meet one‑on‑one with a tax professional and review your documents together. Most appointments take approximately one hour, depending on the complexity of your return and your family’s circumstances. Once completed, your tax return will be electronically filed, and you will receive a copy for your records. We will also keep paper and electronic copies in our office for four years.
  2. Our drop‑off tax preparation service offers a convenient and efficient way to have your return completed. You may mail your tax documents to our office or drop them off in person. Once received, a tax preparer will review your paperwork, confirm receipt, and begin preparing your return in the order it arrives.
    • During the process, a member of our team may contact you to verify information, ask clarifying questions, or request any additional documents needed to ensure accuracy. After your return is completed, it will be electronically filed. You will then be notified when your copies are ready for pick‑up, or we can mail them to you for an additional fee.
  3. We also offer fully electronic tax preparation for your convenience. You may scan or photocopy your tax documents and submit them to us as email attachments. Throughout the process, our team is available to communicate by phone, email, or a scheduled Zoom meeting to ensure your questions are answered and your return is completed accurately.

Note: To ensure timely completion and electronic filing by April 15, all drop‑off and electronic tax preparation documents must be received by March 25, unless alternative arrangements have been approved in advance.

Income Tax Document Checklist

All Tax Filers

  •   Full names of all individuals on the tax return
  •   Social security numbers
  •   Birth dates
  •   Bank name, account, and routing numbers
  •   Contact information: phone and email
  •   For new clients - Copy of last year’s tax return

Home and Rental information

  •   1098s: interest on mortgage, equity or student loans
  •   Property tax information
  •   Purchase /sale of home or property
  •   Energy efficiency purchases
  •   Rental information
    • Rent per month
    • Address of property
    • Owner’s name and address

Deductions

  •   Amount for last year’s tax preparation
  •   Medical/dental expenses
  •   IRA or 401K contributions
  •   Vehicle purchase sales tax
  •   Childcare expenses (total paid, EIN, address of provider)
  •   Educational expenses
  •   Student loans interest
  •   License plate fees
  •   Health insurance 1095 through Marketplace

Income

  •   W-2s
  •   1099s for all forms of income
  •   Bank interest
  •   Unemployment
  •   Gambling wins/losses

Business Owners

  •   Tax id and business description
  •   Insurance premiums
  •   Mileage
  •   Advertisement
  •   Income/expenses
  •   Assets/equipment
  •   Dues/travel expenses

Donations

  •   Cash donations over $250 must have receipts
  •   Volunteer expense deductions
  •   Receipts to charity cash or goods donated

Other

  •   Estimated payments
  •   Cryptocurrency or digital currency
  •   1098T College tuition/expenses

Payment Policy

Payment is required upon completion of your tax return and must be received before the return is electronically filed. We accept cash and personal checks as preferred methods of payment, at a 3% discount.
Debit and credit card payments are also available; however, please note that the full due amount will be charged..

How to check your federal refund

You will need the following information:

  • Social security number of the primary tax filer
  • Tax year
  • Filing status (married, single, head of household)
  • Exact refund amount
Click the button below to check the status of your federal refund.

My Federal Return

How to check your Michigan Refund

You will need the following information:

  • Social security number of the primary tax filer
  • Primary filer's last name
  • Tax Year
  • Adjusted gross income (AGI)
  • Filing status (married, single, head of household)
Click the button below to check the status of your Michigan refund.

My Michigan Refund

Need a Bonded Notary?

Christine has completed the application and processes of Notary Public.

We now offer flexible scheduling, onsite, and mobile service for notarizations. We can attest to the authenticity of signatures, administer oaths, and witness acknowledgements.
We are an unbiased and impartial witness to signatures and identity verifications. Commissioned by Michigan’s Secretary of State and available to notarize signatures and identification for a variety of applications.

You will need valid government-issued identification complete with a photo and signature, documents that require notarization, and the person who needs verification to be present at the signing.

We cannot offer legal advice, accuracy or clarification of documents.

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