Professional Preparation of Personal Income Taxes.

We take the time necessary to understand your personal or business situation, with the sole objective of providing you with the best service, as well as obtaining the maximum deductions allowed in your tax return.

Most income earned by individuals and businesses is subject to taxes.
These include, among others:

• Salaries and wages
• Self-employment income
• Investment income: Dividends, interest and capital gains
• Income from rental property
• Pensions, royalties and any other form of income

To ease the tax burden, taxpayers can take advantage of various tax deductions and credits that reduce the amount of income subject to tax or the amount directly owed.
Some common deductions and credits are:

Deductions and Credits

• Medical and dental expenses
• Mortgage interest
• Donations to qualified charities
• Education expenses
• Earned Income Tax Credit (EITC):
• Child credit for taxpayers with dependent children.
• Credit for qualified education expenses.

To ensure that your tax return is accurate and timely, please have the following information available:

• Tax return for the previous year (if you are a new client)
• Personal information (of you and your dependents):
  • Social Security number, date of birth, driver's license or identification
• Proof of residency for dependents (if they qualify for ECI or CTC).
  • School records.
  • Medical records
• Income from work or self-employment.
  • W-2, wages, tips.
  • 1099 forms, cash statements, expense records.
  • Interest from bank accounts or financial institutions.
• Real estate owners.
  • Forms 1098.
  • Real estate tax statements.
  • Mortgage interest.
  • Donations.
  • Medical expenses.
  • Unreimbursed expenses.
  • Dependent care expenses, provider personal information.
  • Education expenses.
• Additional information may be required.

Call us for a more complete list.

Services for small business owners.

• Bookkeeping
• Preparation of Financial Statements.
• Tax return 1120,1120-S.
• 1065 tax return.
• 1099 forms.