Yes, we offer tax planning services to help minimize your tax liability and maximize your tax savings.

Weather you are thinking about starting a new Business, or you currently run a Small Business we can help with a number of services. We start by offering you a free appointment  consultation visit. We will visit and get to know you and your goals for a small  Business, give you some guidance and explain how we can help get started on the right track.. So if you have considered starting a new business go ahead and get some answers to your question getting educated on starting a new business is your first step to running a successful business. 

What documents do I need for my tax appointment? 

This is our most common question!   

 Being prepared makes the process smooth and fast.

Please bring the following:

• Personal Information:
  Valid photo ID (Driver's License) for you and your spouse.

             Social Security cards (or ITIN letters) for yourself, your spouse,  

             and all dependents.

             Birthdates for all individuals on the return.(if you are a new client,)    

            PLEASE PROVIDE A BIRTH CERTIFICATE FOR EACH DEPENDENT.  

             Return: A copy of your previous year's federal and state tax returns 

                                 (especially important if you are a new client).  

• Income Documents:
  • W-2s (from employers).
  • 1099-NEC / 1099-MISC (for independent contractor work).
  • 1099-INT (bank interest), 1099-DIV (dividends), 1099-B (stock sales).
  • 1099-G (unemployment benefits, state refunds).
  • 1099-R (pensions, IRA/401(k) distributions).
  • SSA-1099 (Social Security benefitu are Itemizing using Schedule A  
• Expense & Deduction Documents:
  • For Homeowners: Form 1098 (mortgage interest), real estate and property tax statements.
  • For Renters: [If your state has a renter's credit, e.g., "Form 1098-T for renter's credit"].
  • For Education: Form 1098-T (college tuition) and records of student loan interest (1098-E).
  • For Childcare: Childcare provider's name, address, and Tax ID number (EIN or SSN) and amount paid.
  • For Business Owners: A summary of your business income and itemized expenses (e.g., mileage, supplies, utilities).
  • For Itemizing: Records of charitable donations (cash and non-cash), and significant medical or dental expenses.

• Bank Information: Your bank account and routing number for direct deposit of your refund (or direct debit of payment).
• Health Insurance: Form 1095-A (if you purchased insurance through the Marketplace/Healthcare.gov). birth certificate for each dependent.
• Last Year's Return?  this is our most common question! Being prepared makes the process smooth and fast.

• Personal Information:
  • Valid photo ID (Driver's License) for you and your spouse.
  • Social Security cards (or ITIN letters) for yourself, your spouse, and all dependents.
  • Birthdates for all individuals on the return.
• Last Year's Return: A copy of your previous year's federal and state tax returns (especially important if you are a new client).
• 
  
• Income Documents:
  • W-2s (from employers).
  • 1099-NEC / 1099-MISC (for independent contractor work).
  • 1099-INT (bank interest), 1099-DIV (dividends), 1099-B (stock sales).
  • 1099-G (unemployment benefits, state refunds).
  • 1099-R (pensions, IRA/401(k) distributions).
  • SSA-1099 (Social Security benefits).
  • Any other records of income (alimony, rental income, self-employment records).
  • 
    
• Expense & Deduction Documents:
  • For Homeowners: Form 1098 (mortgage interest), real estate and property tax statements.
  • For Renters: [If your state has a renter's credit, e.g., "Form 1098-T for renter's credit"].
  • For Education: Form 1098-T (college tuition) and records of student loan interest (1098-E).
  • For Childcare: Childcare provider's name, address, and Tax ID number (EIN or SSN) and amount paid.
  • For Business Owners: A summary of your business income and itemized expenses (e.g., mileage, supplies, utilities).
  • For Itemizing: Records of charitable donations (cash and non-cash), and significant medical or dental expenses.
• Bank Information: Your bank account and routing number for direct deposit of your refund (or direct debit of payment).
• Health Insurance: Form 1095-A (if you purchased insurance through the Marketplace/Healthcare.gov). (especially important if you are a new client).
• 
  
• Income Documents:
  • W-2s (from employers).
  • 1099-NEC / 1099-MISC (for independent contractor work).
  • 1099-INT (bank interest), 1099-DIV (dividends), 1099-B (stock sales).
  • 1099-G (unemployment benefits, state refunds).
  • 1099-R (pensions, IRA/401(k) distributions).
  • SSA-1099 (Social Security benefits).
  • Any other records of income (alimony, rental income, self-employment records).
  • 
    
• 
  

if it has been more than 21 days since you filed your tax return, here are the most effective ways to check the status or speak with an IRS representative:

The fastest way to check the status of a filed return is by using the official IRS online tools:

• Where's My Refund? Tool: Use this for an individual income tax return ($Form 1040$). It provides the status in three phases: Return Received, Refund Approved, and Refund Sent.
  
  • Availability: Accessible on the IRS.gov website or the IRS2Go mobile app.
  • Information Needed: Your Social Security Number (or ITIN), your filing status, and the exact whole dollar amount of the expected refund.

If the online tool directs you to call, or if it has been significantly longer than 21 days, you can use the following numbers to speak with a representative:

PurposePhone NumberOperating Hours (Local Time)Individual Tax Questions (General inquiries and speaking with a representative)1-800-829-1040Monday – Friday, 7:00 a.m. to 7:00 p.m.Automated Refund Hotline (Automated status only)1-800-829-1954Check the IRS website for specific automated service hours.Business & Specialty Taxes1-800-829-4933Monday – Friday, 7:00 a.m. to 7:00 p.m.TTY/TDD for Hearing Impaired1-800-829-4059

Important Note: IRS phone assistors have access to the same information provided by the "Where's My Refund?" tool. Calling will not expedite your refund but is necessary if you have a complex situation or if the online tool specifically prompts you to contact them.