Tax Services
Professional Tax Preparation, Planning & ITIN Assistance
Accurate, careful tax preparation for individuals and businesses, plus year-round planning support — available in English and Spanish.
What We Offer
- Individual tax preparation
- Business tax preparation
- Tax planning
- Self-employed tax assistance
- ITIN application and renewal assistance
- Secure client intake process
- Appointment scheduling
Privacy & Security
Sensitive tax documents — including Social Security numbers, banking information, identification, and tax forms — should only be submitted through a secure portal. Please do not send sensitive personal information through regular email or our basic contact form.
Secure Document Upload
Encrypted client portal — to be connected.
Tax Preparation Checklist
Government-issued photo ID
Social Security numbers or ITINs for taxpayer and dependents
Prior year tax return (if available)
W-2, 1099, K-1 and other income statements
Self-employment income and expense records
Business income statements and expense records
Mortgage interest, property tax and charitable contribution records
Childcare, education and healthcare-related documents
Bank routing and account information for refund deposit (provided securely at appointment)
Tax results depend on individual circumstances and applicable tax laws. Information provided is for general purposes and is not a substitute for individualized legal, accounting, or financial advice.