Tax Preparation

Welcome to Routt Insurance – Your Trusted Tax Preparation Partner

At Routt Insurance, we provide accurate, efficient, and stress-free tax return preparation services tailored to meet your needs. Whether you're an individual, self-employed, or a small business owner, we ensure you get every deduction and credit available to maximize your refund.

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Our Tax Services:


  • Individual Tax Returns (Form 1040) – We prepare and file federal and state tax returns while ensuring compliance and accuracy.
  • Self-Employed & Small Business Tax Preparation – Expertise in Schedule C, 1099 income, and business deductions.
  • Tax Planning & Deductions Optimization – Helping you strategize to reduce tax liabilities.
  • Child Tax Credit & Earned Income Credit (EIC) – Ensure you claim all available family-related tax benefits.
  • Amended Tax Returns – Need to fix a past return? We can correct errors and ensure proper filing.
  • IRS Correspondence Assistance – Support in responding to IRS letters and notices.
  • State & Local Tax Filings – We handle multi-state tax filings for those who moved or work in multiple states.
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Why Choose Us?


  • ✔ Experienced & Knowledgeable – Years of tax preparation experience to ensure accuracy and compliance.
    ✔ Maximize Your Refund – We work to find every deduction and credit you qualify for.
    ✔ Fast & Secure E-Filing – Get your refund quicker with our electronic filing services.
    ✔ Affordable Pricing – Competitive rates with no hidden fees.
    ✔ Personalized Service – One-on-one consultations to tailor our services to your tax situation.

What You Need to Get Started:


To ensure a smooth tax filing process, please provide:

  • W-2s, 1099s, or other income documents
  • Identification (Driver’s License, SSN Cards for dependents)
  • Deduction documents (Medical expenses, mortgage interest, education expenses, etc.)
  • Last year’s tax return (if available)

Get Started Today!

Let us take the hassle out of tax season. Contact us today to schedule an appointment or upload your documents securely online.

📞 Call us: 727-513-8338
📧 Email:
rob@routtinsurance.com
 

We look forward to helping you with your tax needs!

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