Whether you are preparing a W-2, 1099, or both, having the right documents is key to ensuring a smooth process. Here’s what to bring when you visit us:
- Photo Identification:
- Social Security Numbers:
- W-2 Forms:
- 1099 Forms:
- Proof of Income:
- Deduction Records:
- Previous Year’s Tax Returns:
- Direct Deposit Details:
Filing taxes as a business owner. Here’s what you’ll need to gather before meeting with you.
- Financial Records:
- Receipts and Invoices:
- Tax Forms:
- Business Registration Information:
- Previous Year’s Tax Return:
- Mileage or Travel Logs:
- Payroll Records:
- Estimated Tax Payment
helping individuals and businesses resolve tax issues quickly and efficiently, from negotiating payment plans with the IRS to exploring options.
Filing a tax extension gives you additional time to gather documents, correct errors, and ensure everything is done right. Remember, while an extension gives you more time to file, it doesn’t extend the deadline for paying any taxes owed.
At no cost to you, we offer free consultations to provide the support and guidance you need. Your concerns matter, and we're committed to helping you find the best path forward. Reach out today
Schedule your consultation today and take the first step towards tax savings! " Learn How We Can Save You Money on Taxes!
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