Personal Tax Preparation

Service Description

Expert tax preparation services tailored to your needs. We simplify the process, maximize deductions, and ensure compliance, so you can file with confidence and focus on what matters most. To prepare accurate and compliant tax returns, personal clients need to provide the following: Identification Social Security Numbers (SSN) or Taxpayer Identification Numbers (TIN) for the filer, spouse, and dependents. Government-issued photo ID (e.g., driver’s license) Income Records W-2 forms for employment income. 1099 forms for freelance, contract, or investment income. Social Security benefits (SSA-1099). Retirement income (1099-R). Unemployment compensation (1099-G). Rental income records and expenses (if applicable). Deductions and Credits Mortgage interest statements (Form 1098). Charitable donation receipts. Medical and dental expense receipts. Childcare expenses (including provider’s tax ID). Education expenses (Form 1098-T). State and local tax payments. Investments and Assets Brokerage statements for stocks, bonds, or mutual funds (1099-B). Cryptocurrency transactions. Information on capital gains/losses. Other Documentation Prior year’s tax return (for reference). Proof of estimated tax payments made during the year Any IRS correspondence (e.g., letters, notices).