Family Tax Services - You be the Judge

Family Tax Services

PLEASE NOTE: WE ARE  NOT  ABLE TO ACCEPT NEW CLIENTS UNTIL AFTER APRIL 18, 2022 

Family Tax Services ~ 2022 

 Refund Advance
We will again be offering the refund advance this year
   Qualify for up to $6000 on your refund amount       Available in  24 hours, starting January 2, 2022
   Receive your advance into your bank account 
   Valid ID required
 Child Tax Credit
Call us if you have any questions regarding:
   Alimony 
   Child Support 
   Child Tax Credit
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 3 Options For Your Safety 1 - You MUST call 856-456-5551 to schedule an on-site appointment, DO NOT DROP-IN
2 - Paperwork may be dropped-off to our lock box, or handed to us during business hours.
Call first to schedule your drop-off
3 - Email your information to:  
            FamilyTax@FamilyTaxLLC.com
We will complete your return and get back to you
 COVID Requirements:·  Masks are to be worn at all times when in the office
·  Hand sanitizer is available on each desk please use it
·  Each desk will be sanitized after each appointment
·  There is 2 person Limit per appointment, NO Children
·  Please be considerate, if you, or an accompanying party are
 feeling ill please stay home and call to reschedule your  appointment 856-456-5551
·  If you arrive early remain in your car and call the office
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                 Did You Know?                 
  We Pay up to $10.00 for EACH Person You refer
(who becomes a client)
                                                               
$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$                                       

A Refreshing Evolution Of
Tax-Preparation Services

Let us reinvent your experience with our  personalized tax guidance & strategy.

Click Here To Call
856-456-5551

Who We Are

Professional Tax Prepares with a Personal Touch! 

Serving Gloucester and Camden Counties NJ, PA, DE and Beyond.

Located in Westville / Gloucester City NJ

The entire reason we created Family Tax Services was for Individuals, Families, and Businesses just like yours. Our job is to make your life easier, and we spend tremendous amounts of time finding insights to enhance your business & tax strategies. We will also sit down with you to learn about your specific challenges and where you need help- every single one of our services are custom-tailored to your specific needs.

If you’re looking for a Tax Service that’s truly invested in your success, please call us today at  856-456-5551 to learn how we can help.

A Step Above Traditional Tax Preparation

We know how difficult it is to keep up with ever-changing tax codes. You don’t have time to keep up with it all, much less create long-term strategies.


At Family Tax Services, we offer a wide range of Tax Preparation services to meet your exact needs. From audits, review of prior year filing, and tax advice, we build personal relationships based on decades of success with individuals, families, and businesses.

Our Services

Tax-Saving Strategies & Preparation

Ready to save more on your bottom line? We spend countless hours to find every possible tax break.  We complete Federal and State returns


Additional Services



 Audit protections up to $2500 due 

 to preparer error


 Business Registration

 Notary Services



FREE Services for Clients



 Your dependent’s returns are free


 Free Notary Services for up to 5   documents


 Completion of Senior Tax Freeze   Forms (Blue Book ptr1 or ptr2)

Guarantee #1


Our Prices Will Beat the Major Franchise Prices by 50%


Send Us Last Years Return and

Give Us a Chance to Prove It



Guarantee #2


If you are penalized  due to incorrect filing due to our mistake, we will assume responsibility for any penalties and interest assessed only until 

your first letter has been addressed to you 


“ I guarantee you won’t get audited” is making an empty promise. Even if your return is handled properly, there’s still a chance of an audit



Click Here To Call
856-456-5551

More Testimonials & Videos

See why we’re one of the highest rated tax prep professionals in Gloucester County


Ashley F.


Very pleased with your services and prices!   It was worth the trip.  I am looking forward to this years refund, thanks for uncovering some deductions that were missed last year.  Will do business again.


Veron Hughes


I'm so glad to have found this hidden gem in Westville, NJ. Ray, the owner was polite, very easy to talk to. He is WELL educated and full of knowledge when it comes to taxes. He has a client in me forever. A1 service! I recommend Family Tax Services to anyone! The lowest prices and I really mean that! Try them out...you'll thank me later.


Stacey Murphy


Ray, Lois & Colleen hands down are the best team. They are a full service tax professionals with the family trust element that is always present. My entire family goes here you should too.


Derick Brian


.....they were really helpful with helping me prepare my taxes. i would recommend them to everyone

RECEIVE 50% OFF
Major Competitor's Services

Let us help you build a long-term tax strategy to maximize your profits.

Schedule An Appointment!

See Why Our Clients Rave About Our Tax Services

Melissa C

​

...his staff is excellent

I wouldn't go see anybody else but Ray.  He is fast and accurate.  I have been going there since 2006.

Tax Prep for Waitress & Servers
When Social Security is Taxable
Alimony and Child Support

Finding The Top Tax Preparation Service In Gloucester County

Learn More About Our
5-Star Experience!

CONTACT US TODAY

Looking for A True Relationship-Based-Company?

Family Tax Services is the only Tax Service in the Westville, Gloucester City, and Gloucester County area that strives to excel in all your needs.

Click Here for
Contact Information

Myth-

Filing for Tax Extensions Increases Audit Chances

Does the IRS become suspicious when you ask for more time to file your taxes? Absolutely not. Businesses have hundreds of legitimate reasons why they can’t meet the April 15th deadline. Filing for an extension shows that employers are committed to filing their taxes accurately, which actually decreases the chances of an audit.
The truth is that over 10 million businesses and taxpayers are granted six-month filing extensions every year. This actually helps the IRS during the peak season and there is absolutely no evidence of late filers being audited more often. This myth is 100% busted.

Call Us To Learn More! 856-456-5551

Meet Our Team

Raymond Ocejo Jr

Owner of Family Tax Services llc. established at this location since 2007, a registered tax preparer with over 20 years  experience (since 1996).

He maintains continuing education credits with the IRS and is expected to complete the enrolled agent status in 2019.

He is proud that he has been able to continuously provide a low cost solution for tax preparation while still maintaining quality work.

We welcome the opportunity to earn your trust and deliver you the Best Service in the industry!

Colleen Cotton

Working for FTS for 8 years and has an incredible understanding of the tax laws.  Originally hired as an intake person but quickly learned the tax rules.

In addition to the practical knowledge she gained here at FTS she completed her formal Tax education at a major franchise, and maintains her knowledge through yearly accredited training.



Colleen handles business registration, quarterly sales tax and specialty taxes.

Lois Ocejo

In addition to preparing tax returns, Lois performs the important function of quality control.  She verifies all of the completed returns for accuracy as well as the scheduling of appointments.
 
Another of Lois's functions is to monitor and control the flow of work between the IRS and State agencies. 

She makes sure that your return and refund is processed as quickly as
possible.

Frequently Asked Questions


What makes you different than other Tax Firms?

We take pride in our work and our client base. Each client is handled individually and we take time to explain everything about your return. We are not just number cruncher's. We can complete most returns in just one sitting, our price base is very competitive and we can guarantee to beat the major competitor prices by at least 50%.




Do you guarantee your work?



We guarantee that if you are penalized  due to incorrect filing due to our mistake, we will assume responsibility for any penalties and interest assessed upon until your first letter has been addressed to you  “. Even if your return is handled properly, there’s still a chance of an audit.is making an empty promiseI guarantee you won’t get audited”




What do you charge for your services?


We pride ourselves on not overcharging for tax preparation.  Most of our returns range from $69 to $190.00 any additional charges will be agreed upon before the preparation begins.  No Preparer by law can charge a percent of your tax return; it is against the IRS regulations.



Call Us y For A Free Quote 856-456-5551

Easy To Find & Convenient Hours

Opening Hours [January-April*]


Monday             9:00AM-8PM
Tuesday             9:00AM-8PM
Wednesday       9:00AM-8PM
Thursday           9:00AM-8PM
Friday                 9:00AM-8PM
Saturday            9:00AM-5PM
Sunday                         Closed
* Year Round by Appointment / Parking On-Site

How to Track your refunds Current year Federal Return

www.irs.gov\refund



or



mobile app IRS2go



(follow instructions for get refund)



or

call (800) 829-1954




 

 


Amended return



www.irs.gov/filing/wheres-my-amended-return



follow instructions for amended return status





NJ State refunds



https://www.state.nj.us/treasury/taxation/checkrefundstatus.shtml



or



call  800 323-4400  take option 3





Pennsylvania State refunds



https://www.doreservices.state.pa.us/PITServices/WheresMy/Refund



or call  (888) 728-2937



Tax Preparation Check List



In order to receive the greatest benefit from our tax preparation service, it is important that you gather and organize your income tax documentation.



For New clients, please provide your prior year Federal and State tax returns. The reason is that you may have certain carryover losses, depreciable items and state tax payments which will be needed in preparing your current year tax return.

It is also helpful as a guide in conducting the interview process.





In addition, please bring



Personal Data:



• Social Security Numbers including spouse, children and other dependents,

ex-spouse if alimony is paid, non dependent for claiming head of household status.

• Childcare provider: name, address, tax ID or Social Security Number.

• A personal check containing your bank routing number and checking account number

to speed up your tax refund using direct deposit by the IRS or State.



Income Data:



• W-2 Forms      • Social Security forms      • Pension and Annuity    • State tax refunds
• Schedules K-1 from Partnership, S-Corp and Trusts    • Alimony received
• Gambling and Lottery winnings     • Scholarships and fellowships


 • Unemployment compensation forms  (NJ does not provide this, gather this yourself)



​Homeowner Data:



• Residential notice of property tax (green postcard from NJ)
• Mortgage interest form 1098     • Home equity loan interest
• Real estate taxes paid     • Closing/settlement documentation



Self-Employment Data:



• Business Income – 1099-MISC and/or own records
• Business related expenses such as,        o Advertising      o Health Insurance
o Retirement Benefits     o Material     o Equipment       o Computers
o Automobile Information (mileage, make and year of car, date placed in service)
• Employment taxes and other related taxes     • Payroll information



Rental Property Ownership:



• Expenses for maintaining, advertising, commissions,
insurance, management fees, legal and other professional fees, utilities, taxes, supplies, repairs, travel for visiting property, and mortgage interest.
• Cost of major improvements which will be added to the basis of the property.
• Rental income received



Financial:



• Interest income statements – 1099-INT      • Dividend income statements – 1099-DIV
• Broker transactions – 1099B                           • Margin interest paid
• Retirement/Pension distribution – 1099R  • Student Loan interest paid



Potential Deductible Expenses:



• Gifts/Items  to charity both cash and fair market value      • Adoption expenses     

• Alimony paid     • Child care expenses     • State Sales Tax Payments
• Medical expenses (especially for NJ 2% limitation)

For New Clients Only!

Click on the Blue Button Below to Safely Enter and Submit

Your Information

Click Here To START Your ENTRY 
(Your data is private and secure)

Note:
1) You may have to refresh your browser if the Form does not appear


2) Be sure to Enter the Minimum Required Information indicated by an"*"

3) To complete your entry
You MUST CLICK the "Submit" Button at the Bottom of the Form


Suggestions and Notes:

Have your information ready for yourself and Dependent(s) (if applicable) before proceeding.

You will receive a confirmation email from Family Tax to confirm your submission.
--------------------------------------- 
Additional Reminders:

1) Your bank routing and account number for direct deposit.
(Bring Documentation for proof) IE. Voided check, copy of check etc.

2) Your 2019 and 2020 tax returns (due to various tax credits or changes you may be eligible for)

3) (if applicable) Advanced Child Tax Credit. This is IRS Form 6419 letter.

4) If you received NJ unemployment payments, you need to get form 1099g online from the Division of Unemployment Insurance https://www.myunemployment.nj.gov/  (The state of New Jersey does not send out unemployment statements).

5) Lastly, also bring in any additional tax related documents such as W-2’s, 1099’s etc.