Today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
We stay abreast of the myriad of complex tax law changes in order to advise our clients and help our clients with top grade service
Here is the wide list of services we provide to our valued customers
- Full Year Tax Returns
- Part Year Residents / Non Resident Returns (1040-NR)
- Student Returns (F1 / J1 VISA)
- AMT, ISO, NSNQ, ESPP Stock options
- Out of state/out of country returns (All States)(Federal and State)
- Amended Returns, Back Year Taxes
- Moving Expenses.
- Itemized Deductions.
- Rental / Investment Property
- Solo Proprietorship business taxes
- Farming Business Returns
- HSA deductions
- Education Expenses
- Student Loan Interest Deductions
- IRA / 401k deductions
- Foreign Tax Exclusions/Credit
- Home office deductions
- Employee business expenses.
- Dependent Care Expenses
- Child Tax Credits
- First Time Home Credit
- e-File For Faster Refund
For more details, please contact us.
Documents Needed for Filing Your Taxes
- Your Social Security number (SSN) or taxpayer identification number (ITIN) and SSNs or ITINs for spouse and dependents (if any)
- Your birth date and birth date for spouse and dependents (if any)
Income source documents:
- W-2 - Wages and salary
- W-2G - Gambling winnings
- Form 1099-R - Retirement income
- Form 1099-INT - Interest
- Form 1099-DIV - Dividends
- Form 1099-MISC - Miscellaneous income, including self-employment
- Form 1099-G - Government payments
- Form 1099-SA - MSA or HSA distributions
- Form 1099-B - Broker or barter exchanges
- Form SSA-1099 - Social Security benefits
- Form RRB-1099 - Railroad retirement
- Schedule K-1 - Partnership income or loss
Documents that reflect items you might have paid during the year:
- Form 1098 - Mortgage interest
- Form 1098-E - Student loan interest
- Form 1098-T - Tuition
Records and receipts for:
- Unreimbursed mileage related to work or volunteering
- Charitable donations
- Contributions to retirement plans
- Healthcare expenses
Self-employment income and expenses, including any:
- Home-office expenses
- Health-insurance premiums paid
- Transportation costs
- Advertising fees
- Rental property
- Moving expenses, if you moved for a new job
- Expenses for energy-efficient home improvements
- Tuition or fees paid for your own, your spouse's, or dependents' education
- Retirement account rollovers
- Child care and dependent care expenses, including the employer identification number (EIN) or SSN of the care provider
- A copy of last year's return
- Financial account information to pay any balance due or to receive any refund
