TAX PREPARATION

California taxes can sometimes be hard to understand, so let the experts to take over. Each taxpayer is handle individually, paying particular attention to your needs. We offer a full representation from star to finish. We also help with back taxes and IRS levies. We will save you time, frustration and money. We provide online tax services and direct deposits to your banking accounts. We maximum your tax returns in a convenient and easier way. Don't procrastinated it's time to take action and finish with the paper work. 

* $10 credit (for tax referral) 

What Documents Do I Need to Bring to My Accountant?

The IRS and state tax agencies are increasingly cracking down on people who claim the same dependent more than once, such as estranged parents both claiming the same child. Tax preparers increasingly will ask that you provide Social Security cards for yourself and for each dependent. This helps eliminate electronic filing errors by making sure the name and Social Security Number matches the IRS records for each person on the tax return.

You also need to bring documents to show all your income for the year. These documents may include:

•  W-2s from your employers

•  1099-MISC forms for self-employment income

•  1099-INT (interest) and 1099-DIV (dividends) forms

•  1099-B forms showing brokerage trades in stocks and bonds

•  K-1 forms for income from a partnership, small business, or trust

•  1099-SSA form showing Social Security received. 

   

Most of the documents you can find online at IRS Forms and Instructions .

Be sure to bring written documents for additional income not reported on a W-2 or 1099 form, such as other self-employment income, rental income, or alimony. This could be a spreadsheet, bank statements, or other written evidence.

Bring canceled checks, receipts, or spreadsheets for any tax-related expenses. This may include contributions to your traditional or SEP-IRA, moving expenses, college expenses, medical and dental expenses, real estate taxes, gifts to charities and churches, and daycare or childcare costs. Some expenses are reported to you. Mortgage interest, for example, is reported to you on form 1098, and student loan interest is reported on form 1098-E.

If you paid estimated taxes, bring a summary of your federal and state estimated payments and canceled checks.

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