Our Tax Process

We offer customized tax preparation services for individuals and businesses. We will identify the best tax planning strategy, arrange the required documentation, and file them with the appropriate government organizations in a timely manner. We can help you eFile on all tax returns, correct previous year taxes, and work on cash advances on tax returns (if you are qualified).

  • DL/State ID/Passport (Non-Expired)

  • Social Security Cards

  • Bank Account Information (For Direct Deposit)

  • All W-2’s

  • 1099 Forms

  • Unemployment Form

  • Form 1099SSA

  • Form 6475

  • Form 6419 (Child Tax Credit)

  • Form 1095 A/B/C (Health Coverage)

Please bring all of the following for accurate preparation:

The Benefits of Hiring A Tax Preparer for Your Taxes

One of the key reasons to hire a tax preparer is to simplify the often complex and intricate process of filing taxes. Tax laws and regulations can be convoluted, and attempting to navigate them without professional guidance can lead to errors and potential penalties. By entrusting your taxes to a knowledgeable tax preparer, you can ensure that your tax return is accurate, compliant, and maximizes your eligible deductions and credits.

Simplifying the Tax Process

Preparing your own taxes requires significant time and effort, especially if you're unfamiliar with the intricacies of the tax code. Gathering the necessary documents, organizing receipts, and filling out the forms can be a time-consuming and daunting task. By hiring a tax preparer, you can offload this burden and free up valuable time to focus on other aspects of your life. Additionally, a tax professional will alleviate the stress associated with navigating complex tax laws, giving you peace of mind knowing that your taxes are in capable hands.


Saving Time and Reducing Stress

Maximizing Returns

One of the primary goals of any taxpayer is to maximize their tax returns. A tax preparer possesses the expertise to identify potential deductions, credits, and strategies that can optimize your tax situation. They stay updated on the latest tax laws and changes, enabling them to uncover deductions that you might not be aware of. By leveraging their knowledge and experience, a tax preparer can help you capitalize on available opportunities to increase your tax refund or minimize your tax liability.

Different Filing Types:

Now that we've highlighted the advantages of hiring a tax preparer, let's dive into the various tax filing types to ensure you choose the most suitable option for your situation. The three primary tax filing types are:

This filing status applies to individuals who are unmarried, divorced, or legally separated. It's important to note that you may also qualify for single filing if you're married but have been living apart from your spouse for the entire tax year.

Single Filing:

Married Filing Jointly:

As the name suggests, this filing status is for married couples who choose to combine their income and deductions on a single tax return. Married filing jointly generally offers more favorable tax rates and deductions compared to other filing statuses.

If you're an unmarried individual who pays for more than half the cost of maintaining a home for yourself and a qualifying dependent, you may qualify for the head of household filing status. This status often provides more beneficial tax rates and higher standard deductions than single filing.

Head of Household:

Meeting the Tax Day Deadline:

Finally, it's crucial to be aware of the tax day deadline and ensure you submit your tax return on time. The tax day deadline typically falls on April 15th, but it can vary slightly depending on holidays and weekends. Failing to meet the deadline may result in penalties, interest charges, and unnecessary stress. By hiring a tax preparer, you can rest assured that your taxes will be prepared accurately and submitted promptly, eliminating the risk of missing.