Tate Tax Services

(814) 403-0344

Kayla tate,

PTIN Certified Tax Preparer

Schedule A Free Consultation

What We Offer

Small Business & Individual Tax Return Preparation | Quality Services at an Affordable Price | Personalized and Confidential Service | Expert and Up-To-Date Knowledge | Peace of Mind | Convenience with Mobile & Drop-Off Services

Tax Return Preparation

We understand the importance of filing your taxes correctly and on time. We file 1040s and Schedules Cs for our individual clientele. We offer drop-off service, you can set an appointment or come at your convenience.

Amended Returns

Let us handle any changes you want made to previous returns.
You’ll feel better – breathe a BIG sigh of relief, sleep better and smile a lot when all amended returns are completed and filed.

Delinquent Returns

This happens to the best of us…
You’re not by yourself and many times it’s not your fault.
But the reality is that late returns have got to be done once and for all to stay in compliance with the IRS.

How It Works

Kayla Tate, a PTIN Certified Tax Preparer, is owner of  Tate Tax Services.
Contact me today at (814) 403-0344

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Be the first to get your refund

Let’s get your tax return in the queue today!
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Don’t try to do your own taxes

Get a bigger refund that the IRS allows, with professional help.

Get your refund fast

With our free E-Service and option to get your tax prep fee deducted from your refund.

Client Forms

Documents That Clients Need To Provide To Tax Preparer

Compliance Docs For Clients To Sign After Returns Are Completed

Frequently Asked Questions

Where's My Refund? Where's My Check or Deposit?

Here are the links to check your refund status:

How to get started?
What are the General Requirements?

General Requirements:

  • State-Issued picture ID-
  • Social Security Cards for everyone yourself and spouse/dependents (if applicable)
  • Your Checking Account & Routing Number (for your refund to be direct deposited into)-
  • Copy of your revious year tax return

For Signature Loan:

  • Utility bill within last 30 days
  • Car Insurance card
What are the Income Requirements?

Not all will apply.

  • W-2 for you & spouse
  • Unemployment
  • 1099 – Interest and Dividend
  • Income, Retirement, Annuities
  • Social Security or Disability received
  • Alimony or Child Support received
  • Gambling income and losses
  • Cost Basis of Securities Sold
  • Rental Property Income
What are the Credits/Deduction Requirements?

Not all will apply.

  • Child Care Expenses
  • 1098-T Education Tuition Expense
  • Interest Paid on Student Loans
  • Alimony Paid (need Social Security number of recipient)
  • 1098 – Mortgage Interest Expense
  • Medical savings account
  • Moving expenses
  • IRA contributions
  • Rental Property Expense & cost basis
  • Adoption expenses
  • Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
  • Real Estate Taxes and other taxes paid
  • List of Charitable Contributions
  • Un-Reimbursed Job Expense
  • Union/Professional Dues, Job related educational costs, Investment expenses, Job Search expense, Hobby expense, Work uniforms, Safe deposit box
What are the compliance documents that I need to sign?

Here are the forms that you need to submit after returns are completed:

Tax time, need help?

$250-$6,000 Cash Advance

Taxpayer Advance Loans are here! Available Starting January 2!

Cash loan table

The Refund Advance is an optional tax-refund related loan provided by MetaBank®, N.A., Member FDIC (it is not the actual tax refund) at participating locations. Program availability and loan amounts may vary based on state and software provider. The amount of the loan and applicable interest will be deducted from tax refunds and reduce the amount that is paid directly to the taxpayer. Fees for other optional products or product features may apply. Tax returns may be filed electronically without applying for this loan. Loans offered in amounts of $250 (where available), $500, $1,000, 25%, 50%, or 75% of your expected tax refund from $250 – $6,000. Loans in the amounts of $250, $500, and $1,000 have an Annual Percentage Rate (APR) of 0.00%. Loans in the amounts of 25%, 50% or 75% of your expected tax refund have an APR of 36.0% with a minimum loan of $1,250. For example, $2,500 loan representing 50% of expected refund borrowed over 29 day term, total amount payable in a single payment is $2,571.51 including interest. Availability is subject to satisfaction of identity verification, eligibility criteria, and underwriting standards.

Our Specialty
  • Small Business & Individual Tax Return Preparation
  • Quality Services at an Affordable Price
  • Personalized and Confidential Service
  • Expert and Up-To-Date Knowledge
  • Peace of Mind
  • Convenience with Mobile & Drop-Off Services
I’m Here to Help

Kayla Tate,
PTIN Certified Tax Preparer

Service Area

Pa and Worldwide

Service Area

1611 Peach Street. Suite 350 office #8
Erie PA 16501
United States

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