Taxes, Planning & Accounting
With expertise in tax preparation, financial planning, and accounting, we help you optimize your finances and meet your tax obligations.
Taxes
With expertise in tax preparation, financial planning, and accounting, we help you optimize your finances and meet your tax obligations.
Business incorporation
Turn your business idea into success by building a solid structure to support growth, protect assets, and create tax advantages.
Accounting
We take care of your accounting, bookkeeping, and legal process, while you direct your effort to working to generate profits and achieve results.
Your tax return
Your tax return says more about you or your business than you can imagine. Your tax return is your financial letter of introduction. The correct preparation of your taxes is the beginning for the achievement of such important goals in life as the purchase of a home, financial aid for education, financing for your business and even for the legalization of immigration status.
Whatever your goal or your business, the help and support of a professional in the tax area is the best option to answer your financial and tax questions and needs.
List of documents to prepare the tax return
OPTIMIZE YOUR TIME AND AVOID PENALTIES REQUIRED DOCUMENTS
- Driver's license or official state ID.
- All 1099s NEC received.
- All 1099s Miscellaneous received.
- Bank Statements for Total income and expenses received during the previous year example: telephone, gasoline, tolls, parking, miles driven, insurance, interest, taxes, rents, office implements, licenses, repairs, employees, and contractors.
- Sales price and base cost for shares or mutual funds sold (if applicable) Form 8949.
- Contributions to retirement plans, 401 K, IRAs, and Roth IRA's — 1099 form 5498.
- Sales tax receipt if you buy a car during the year.
- Name, address, and SSN / ITIN of contractors to whom you will give 1099.
IF YOU HAVE PROPERTY HOUSES (HOUSES, LAND ETC) IN THE USA OR ABROAD:
- All 1098 (mortgage interest statements).
- Block and Lot number of properties (for properties in New Jersey).
- Total income of income received.
- Expenses related to investment house (electricity, water, maintenance, repairs, insurance of house, professional expenses example lawyers, accountants).
- Mortgage loan closing documents (if I buy house or refinancing during the year).
IF YOU HAVE DEPENDENTS:
- Name, date of birth, social security number of each dependent.
- Copy of the birth certificates of each dependent.
- Proof of residence of the children - example letter from the school or doctor.
- Name, address, SSN or EIN and amount paid to babysitter or Daycare for care (if applicable).
IF SOMEBODY STUDY IN THE UNIVERSITY:
- Format 1098T of the university - if you or your child studied during 2023 and paid with your own money, whether by credit card, loans, or cash.
OTHER DOCUMENTS YOU MAY HAVE:
- 10954 - Format for all persons who had the Obamacare subsidy in the previous year.
- All 1099-INTs (investment and bank accounts).
- All 1099-div (from investment accounts).
- All 1099-B (from investment accounts).
- All 1099R of income from retirement.
- SSA-1099 If you receive Social Security income.
- 1099-K (amount of all reportable payment transactions).
- Letter of proof of donations to churches or non-profit foundations.
Check status of your returns
Pay your Taxes
IRS: Click here
NJ: Click here
NY: Click here
IRS Refund Status
The IRS issues most refunds in less than 21 days, although some require additional time.
NJ Refund Status
Check the Status of
Your New Jersey
Income Tax Refund.
NY Refund Status
NY Income Tax
Refund Status.
Calculator
A simple tool to help
you easily estimate
your tax refund.
Get your Tax Record
You can get various Form
1040-series transcript
types online or by mail.
