Income Tax Preparation Services

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Individual Tax Return   

1040A Form – Short Form
1040 Form – Long Form
W2 Form
1099 MISC Form
Schedule A
Schedule E
Schedule C – Small Business
540 CA and Other States

Documents Required to Prepare your Income Tax Report:

State ID or Passport or any Official ID document
Social Security Numbers (Original if customer for 1st time)
or ITIN Number provided by IRS
Original W2 forms
Original 1099 Forms
Last Year Income Tax Report
If own a house 1099 Interest Statement
Any letter from IRS
Name and SSN of Babysitter
Day Care or Education Expenses Documents

If Small Business:

Book of Income and Expenses
Reciepts and Invoices
Name and SSN of Employees

I T I N Request to IRS
When you are required to file taxes and don’t have a Social Security Number, you may be able to obtain a ITIN number from the Internal Revenue Service.Required Original Documents (no copies accepted):

Birth Certificate
Official ID
W2 or 1099 MISC forms