Income Tax Filing

We offer comprehensive tax preparation and filing services for individuals and families across all 50 states, including California, Nevada, Arizona, Washington, Oregon, New Mexico, and Texas. Our services include electronic filing (e-filing) and support with IRS notices and letters.

Individual and Family Tax Services:

• Form 1040: U.S. Individual Income Tax Return.

• Form 1040-NR: U.S. Nonresident Alien Income Tax Return.

• Form 1040SR: U.S. Tax Return for Seniors.

• Form 1040X: Amended U.S. Individual Income Tax Return to correct errors.

• Earned Income Credit & Child Tax Credit: Maximizing available credits.

Check list of what you should bring

1. Personal Information

• Identification: Photo ID (driver’s license, passport)

• Social Security numbers (SSNs): For the taxpayer, spouse, and dependents

• Filing status details: (Single, Married, Head of Household, etc.)

• Bank account details: Routing and account numbers for direct deposit/refund

2. Income Documentation

• W-2 forms: From all employers

• 1099 forms for various income sources

• Schedule K-1: Income from partnerships, S-corporations, estates, and trusts

• Rental income details: For properties owned

• Alimony received: For divorces finalized before 2019

• Social Security benefits (SSA-1099)

• Other income: Gambling winnings, hobby income, jury duty pay, etc.

3. Self-Employment/Business Income and Expenses

• Income statements and expense records: (Schedule C)

• Mileage log or vehicle expenses: For business use of personal vehicle

• 1099-NEC/MISC forms from clients (if self-employed)

• Records of estimated tax payments made during the year (if applicable)

• Inventory records: For businesses that maintain stock

4. Adjustments to Income

• IRA contributions (Traditional or SEP/SIMPLE IRAs)

• Student loan interest payments (Form 1098-E)

• HSA contributions (Health Savings Account)

• Self-employed health insurance premiums

• Education expenses: For tuition, books, and fees (Form 1098-T)

• Alimony paid (for divorces before 2019)

• Moving expenses (for active-duty military)

5. Deductions

• Mortgage interest statement (Form 1098)

• Property tax receipts

• Charitable donations: Cash and non-cash contributions with receipts

• Medical expenses: Out-of-pocket costs for healthcare, including insurance premiums, prescriptions, and medical procedures

• State and local taxes paid (SALT), including income or sales taxes

• Casualty and theft losses (if applicable)

6. Tax Credits

• Childcare expenses: Provider name, address, SSN/EIN, and amounts paid

• Education expenses: Tuition and fees (Form 1098-T)

• Retirement plan contributions: IRA or employer-sponsored plans

• Adoption expenses: Documentation if applicable

• Electric vehicle credit documentation: If applicable

• Home energy credits: Proof of eligible home improvements

7. Health Insurance

• For those who purchased health insurance through the Marketplace

• From health insurance providers or employers

• HSA contributions/distributions (Form 5498-SA or 1099-SA)

8. Miscellaneous Information

• Prior year’s tax return

• Estimated tax payments made throughout the year (Federal and State)

• Divorce decrees or agreements

• Foreign account information

9. Homeowners

• Real estate taxes paid

• Mortgage interest 

• Closing documents for any homes bought, sold, or refinanced

• Rental property expenses: Mortgage interest, repairs, insurance, etc.