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We offer services individuals and Business Owners.

How can we help you?


Tax Return Preparation
Amended tax return
Financial Review
Estimated Tax Planning
Handling all 50 states
Translations and more


New Business Startup
Tax Preparation
Financial Review
Estimated Tax
Quarterly & Annual returns
Sales taxes
W2, 1099

What to Bring

Use this list to make sure you have received all your tax related documents.

List of documents to reference

  1. Wage statements/W-2s
  2. Self-employment business income and expenses/1099-MISC
  3. Commissions received/paid
  4. Pension, retirement income/1099-R Unemployment income/1099-G
  5. Canceled Debt Amount/1099-C
  6. Social Security income/SSA-1099
  7. IRA contributions
  8. Statements on the sales of stocks or bonds/1099-B
  9. Interest and dividend income /1099-INT/1099-DIV
  10. Lottery or gambling winnings/losses
  11. State refund amount/1099-G
  12. Income and expenses from rentals
  13. Alimony paid or received
  14. Record of purchase or sale of residence
  15. Medical and dental expenses
  16. Real estate and personal property taxes
  1. State or local taxes paid
  2. Estimated taxes or foreign taxes paid
  3. Cash and non-cash charitable donations
  4. Mortgage or home equity loan interest paid/1098
  5. Unreimbursed employment-related expenses
  6. Job-related educational expenses
  7. Educator expenses
  8. Tuition and Education Fees/1098-T
  9. Student loan interest/1098-E
  10. Casualty or theft losses
  11. Child care expenses and provider information
  12. Social Security card(s)
  13. Driver’s License(s)
  14. Dependants’ Social Security numbers and dates of birth
  15. Information concerning your Stimulus payment check
  16. Last year’s Federal and State tax return