Services
We provide reliable, fast, and personalized tax preparation services for individuals and businesses. Let us help you simplify tax season with confidence.
Personal Tax Preparation
Personal tax preparation means getting your financial information ready to file your yearly income taxes. This includes collecting documents like your salary slips, bank statements, investment details, and any deductions or credits you may qualify for. It helps you figure out how much tax you need to pay or if you’re eligible for a refund.
Business Tax Preparation
Entity Structure Optimization
Tax Compliance Management
Tax compliance management means making sure your business follows all tax laws and rules. This includes filing your tax returns on time, paying the correct amount of taxes, keeping proper financial records, and staying updated on any changes in tax regulations. It helps you avoid fines, audits, and legal issues.
Corporate Income Tax
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Our Corporate Income Tax Services
- Compliance, including
- Consolidated and stand-alone tax returns
- Multi-state tax returns
- U.S. reporting for multi-national tax returns
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Corporate Tax Planning, Projections and Consulting
- Corporate Tax Structuring
- State and Local Tax (SALT) Services
- Business Incentives, including Federal and State Tax Credits
Individual Income Tax
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Our Individual Income Tax Services
- Tax Compliance and Filing of Form 1040
- Strategic Tax Planning
- Estate and Trust Tax Services
- Gift Tax Planning
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Investment Tax Planning - Charitable Giving Strategies
- Retirement Planning
- International Tax Services, including 1040-NR
What documents do I need to file my taxes?
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Personal Identification:
- Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse, and your dependents.
- Government-issued photo identification.
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Income:
- 1099 forms for other income, such as independent contractor income (1099-NEC), interest income (1099-INT), dividends (1099-DIV), retirement fund withdrawals (1099-R), rental income, royalties, etc.
- W-2 forms from all your employers.
- 1099-G forms for unemployment benefits.
- K-1 forms for income from partnerships, S corporations, estates, and trusts.
- Proof of additional income such as tips, rental property, etc.
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Documentation for Deductions and Credits:
- Receipts for medical, dental, and vision expenses.
- Mortgage interest statements (Form 1098).
- Charitable donation receipts.
- Property tax bills.
- Proof of student loan interest payments (Form 1098-E)..
- Proof of tuition and education expenses (Form 1098-T).
- Child and dependent care receipts.
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Account and Payment Information:
- Investment documentation: purchase and sale of stocks, dividends, gains, and losses.
- Proof of state and local taxes paid.
More Than Just Taxes — We’re Your Trusted Financial Ally
We go beyond numbers. We’re a passionate, bilingual team committed to helping small business owners and Hispanic families navigate the U.S. tax system with clarity, confidence, and care.
Founded with a mission to empower our community, we provide expert CPA services — from tax filing and ITINs to strategic guidance — built on transparency, accuracy, and real results.
