You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses, and self employed expenses and profits

Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.

Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.

If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.

The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.

If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.

One of our tax professionals will review your information and call with 24 hours for a free estimate.

Verify my Identification:
ID, Taxpayer Social Security Card, and Dependent Social Security Cards

Verify my Filing Status and Address:
Utility Bill, Lease, Cable Bill

Verify my Dependents' Relationship:
Birth Certificate, Adoption Statements, Government Statements

Verify my Income:
W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & Expense, Records of Expenses, Financial Transactions, Reconstruction of Income & Expense, and any other income documents

Verify my Small Business or Self-Employment Business:
LLC, EIN, Website, Pictures of Business, Prior Year Tax Returns, Business License, Client Testimonials, Business Plan, Professional Licenses, Contracts & Agreements, Business Registration