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Frequently Asked Questions

What Should I Bring to My Tax Preparation Appointment?

Clients please bring, physical State ID, Social Security Card or ITIN Assignment Letter especially if it is your first time. If you are filing with your spouse the same documents from apply. If you are filing with dependents/children also bring their social security cards and either a letter from their School or Doctor stating where they residing in the past year and with which parents/guardians, and since when they have attended the school.  

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Si son clientes por primera vez por favor traigan ID del estado, Social de todos los que van a estar reportados en la declaracion de taxes y una carta de la escuela o doctor especificando donde vivio el hijo/hija en el 2022, y con cual padre/padres or guardianes.

Should I open a C or S-corporation?

As soon as you start to think about your business, we can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.  

Tips on taxes, payroll, and bookkeeping

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