Key Benefits

We have navigated every tax change since 1992

Free up-front estimate

Know your refund before committing

Bilingual service (ES/EN)

Feel confident and understood at every step

Hybrid filing options

Upload docs online or meet face-to-face

Year-round IRS support

We answer any letters and help set up paymentplans

4 Easy Steps

Pick
a Date

Select a time on our calendar and complete the secure intake form.

Upload
Initial Docs

Send us your W-2s, photo ID, and SSN/ITIN proof via our encrypted portal. 

Get Your Checklist

Receive an email with any additional items to bring to the appointment. 

Show Up
On Time

Visit our office (or join the video call) with all documents, sign digitally, and we e-file your 1040 on the spot.

Preliminary Checklist for Tax Preparation

Gather the essential documents to start your tax return. Requirements may vary depending  on whether you’re an employee, self-employed, or own a business. 
Government-issued photo ID for the taxpayer (and spouse, if applicable)
Social Security Number (SSN) or ITIN for the taxpayer
SSN or ITIN for spouse and dependents (if applicable)
W-2 form(s) from all employers for the tax year
1099-INT and/or 1099-DIV forms (if you have bank accounts or investments)
Bank information for direct deposit (routing and account number)
Copy of the prior year’s tax return (if available)

Closing Note for the Checklist

“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Government-issued photo ID for the taxpayer
Social Security Number (SSN) or ITIN
1099-NEC and/or 1099-MISC forms received
Annual summary of business income (if no 1099s were issued)
Annual summary of business expenses
Bank information for direct deposit
Copy of the prior year’s tax return (if available)

Closing Note for the Checklist

“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Government-issued photo ID of the responsible party or authorized signer
Business EIN
Business formation documents
(Articles of Organization / Articles of Incorporation)
Operating Agreement, Bylaws, or Partnership Agreement
Basic financial statements, including:

-  Annual income summary

-  Annual expense summary
Business bank account information
Copy of the business prior year’s tax return (if available)

Closing Note for the Checklist

“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Our exhaustive service puts you in complete control, with everything conveniently organized in one place

Comprehensive Tax Preparation

We provide full-service tax preparation, ensuring every aspect of your business taxes is covered.

Audit Support

In the event of an audit, our experts are here to support you every step of the way, providing guidance and representation.

Tax Planning and Strategy

We offer strategic tax planning services to help you make informed decisions throughout the year, minimizing tax liabilities and maximizing your refund.
they saved a lot of time and even had some left over to leave us their gratitude

Frequently Asked Questions

What documents do I need to provide?
You will need to provide W-2 forms, 1099 forms, previous tax returns, receipts, and any other relevant financial documents.
How much does your service cost?
Our pricing is based on the complexity of your tax situation. We offer competitive rates and will provide a detailed quote after your initial consultation.
Can you help if I have past-due taxes?
Yes, we can assist with resolving past-due taxes and setting up payment plans if necessary.

Let’s make this your easiest tax season yet

book your free consultation today and file with confidence.