When the Tax Time comes,

 Here are some tips that will help you to be ready for your next tax return.


Make sure you have all your tax forms when you visit us, in order to get you an accurate tax refund.

Forms required but not limited to: 
  • Forms W-2 of each job
  • Forms 1099’s (MISC, INT, etc …)
  • Business Registration and Company ID number (EIN)
  • Business expenses
  • Forms 1098’s
Type of IDs for you and your spouse could provide us  : 
  • Social Security Card
  • Driver’s license or state ID
  • Passport
  • Consular registration
  • Marriage Certificate (for couples who claim married)
  • Account Number in case you want a direct deposit refund
Documents your dependent(s) must provides us:
  • Social Security Card or Tax ID
  • Birth Certificate
  • School Report (year in question for children of school age)
  • Vaccine Report (for children who have not yet attended school)
  • Proof of Address

*If the dependent is not your son or daughter, a letter from their tutor is required explaining why they are not claiming their children.