Welcome

A valid photo ID for you and your spouse, if filing jointly. 

All income statements, such as W-2s and 1099s. Business financial statements. Data for Schedules. 

Proof of immigration status, entry and exit dates for the last three years

To share in Zoom - documentation must be readable

New clients provide a copy of last year’s return, if available.

Social Security or ITIN cards for everyone on the tax return

Routing Number + Account Number

To share in Zoom - documentation must be readable

If you are owed a refund, there is no penalty for filing late. However, if you owe taxes, penalties and interest will apply. 

Failing to file can prevent your self-employment income from being reported to the Social Security Administration, which can impact future Social Security benefits.

This program allows certain taxpayers to settle their tax debt for less than the full amount. To qualify, you must be in compliance with all filing and payment requirements and prove you cannot pay the full liability.

Failing to file can prevent your self-employment income from being reported to the Social Security Administration, which can impact future Social Security benefits.

If you are experiencing serious financial hardship, the IRS may determine that you cannot pay your tax debt and temporarily delay collection until your financial situation improves.