Tax Services

Tax Preparation & Filing

Expert tax preparation for individuals, self-employed, and those with international tax situations. We maximize your refund legally.

Tax Preparation

Accurate filing for W-2, 1099, self-employed

FBAR Filing

Foreign bank account reporting

Audit Support

Protection if you get audited

Tax Planning

Strategies to reduce taxes

Start Your Tax Return

Tax Filing Information

Provide your details and we'll prepare your tax return. All information is kept strictly confidential.

Personal Information

Your legal information as it appears on your SSN card.

First Name *

Last Name *

Social Security Number *

Date of Birth *

Email *

Phone *

Current Address *

City *

State *

ZIP Code *

Filing Status & Spouse

Your tax filing status determines your tax rates and deductions.

Filing Status *

Dependents

Children or others you support financially.

Do you have dependents to claim?

Income Information

Tell us about your sources of income.

Primary Income Source *

Estimated Total Income

Approximate is fine

Do you have W-2 forms?

How many 1099 forms do you have?

Foreign Income & Accounts

Do you have foreign income?

Do you need to file FBAR?

If foreign accounts > $10,000

Deductions & Credits

These can reduce your tax bill or increase your refund.

Did you have health insurance all year?

Did you pay student loan interest?

Did you pay for childcare?

Did you contribute to retirement (401k, IRA)?

Do you pay mortgage interest?

Did you make charitable donations?

Self-Employment / Business Income

If you're self-employed or own a business.

Do you have self-employment or business income?

State Tax Return

Most states require a separate state tax return.

Do you need a state tax return?

State of Residence

Additional Information

Anything else we should know?

Additional Notes or Questions