Individual Tax Preparation
How We
Can Help
- Self-employment/contractor/
- Tax Planning Individual Services
- Past-Due Tax Returns
helping you in
Individual Tax Preparation
Our individual tax services Offer speed, security, and accuracy and help you get your refund faster.
- Self-employment/contractor/freelancer income
- Rental property
- Sale of Home
- Equity Compensation. For example, RSU, ESPP, ISO, NSO, etc.
- Foreign Income Exclusion & Foreign Tax Credit
Tax Planning Individual Services
Our services have given us the experience to provide you with the best tax return possible. We don’t “just filing your taxes.” we built a long-term strategy and great relationships with our clients to support them all year round so that if clients receive a letter from IRS or FTB or have any questions, they can come to our office and ask them and bring the letter. Some frequent topics that we are hired to discuss include:
- New home purchase & related tax effects
- Joint vs. separate tax returns
- Tax benefits of dependents
- Quarterly estimated taxes
Feel free to contact us to discuss any of these (or any other) long-term tax planning topics.
plan of action
We have been approached frequently with requests to reconcile past records and file past-due tax returns. Even if you have lost your records, our team will assist in obtaining information from the IRS and any relevant states.
We can help estimate, reduce, or eliminate taxes or interest through various abatement programs, payment plans, and debt settlements (tax reductions) that are available through the government.
Give us a call to learn more about our individual tax services today.
we are part of the family.
Income Tax Requirements
- Last year tax return (New clients).
- Social Security card(s) and dates of birth (New clients)
Income Tax Requirements (House Owner)
- Mortgage or home equity loan interest paid/1098
- Real estate and personal property taxes
- Unreimbursed employment-related expenses
- State refund amount
- Cash and non-cash charitable donations
- Medical and dental expenses
- Income and expenses from rentals
- Record of purchase or sale of residence
Income Tax Requirements (Optional)
- Wage statements/W-2s
- Pension, retirement income/1099-Rs
- Interest and dividend income/1099-INT/1099-DIV
- Commissions/1099-MISC
- Lottery or gambling winnings and losses/1099-G
- Social Security/Unemployment Income
- Sales of stocks or bonds
- Educational expenses
- Self-employed business income and expenses
- Child care expenses and provider information