PERSONAL & SMALL BUSINESS INCOME TAX PREPARATION

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General information

Our dedicated and qualified staff will assist you to maximize your credits, deductions and at the same time reduce the amount of due taxes. In order to speed up the process of filing annually income tax, we recommend our clients to prepare all the necessarily tax related records before schedule the appointment at the office. 

Checklist for tax returns

Social security card & personal ID

Spouse/Dependent SSN

Previous tax return

W-2/1099MISC income statements

1099-(INT,DIV,R,G,B,SSA) statements

Medical/Dental expenses record

Alimony/Support/IRA contributions

Childcare expense & provider information

Mortgage/Equity/Student loan interest statements

Donation receipts

Real estate property taxes

Education/Employment related expenses

Casualty & theft losses

Income/Expense report from business