We strive to legally maximize your refund or minimize you tax liability. Let our professionals help you with your income tax return preparation, filing and planning needs and ensure that you receive the maximum tax return you deserve.
Our income tax return preparation, filing and financial services include: Personal income tax return preparation and filing, income tax return preparation and filing for individuals, loans based on your estimated tax refund, e-filing to the IRS, business tax preparation, bookkeeping services, payroll services
This is a list of documents and information you will need to bring with you to enable us file your income tax return accurately so you get your refund fast.
- Proof of identification. (A driver's license or any other Government issued photo identification)
- Social Security Cards for you, your spouse and all dependants or a Social Security Number verification letter issued by the Social Security Administration.
- Proof of Individual Tax Identification Number (ITIN). If you, your spouse or your dependants are not eligible for a Social Security Number, you may need to obtain an Individual Tax Identification Number. We can help you obtain one.
- Birth dates for you, your spouse and all dependants that will be on the tax return.
- Wages and earning i.e. From W-2, W-2G, 1099-R from all employers
- Form 1099 - Interest and dividend statements from banks.
- Copy of last year's Federal and State returns.
- Total amount paid to a day care provider or baby sitter and their Social Security Number or Employer Identification Number.
- For individuals who are married and filing jointly, both spouses must be present to sign all required forms.
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