INCOME TAX PREPARATION- NATURAL PERSON
Tax Preparation Forms: 1040 and 1040NR
Documents required if applicable:
- Copy of Social Security Number or Identification Number of taxpayer, spouse and children.
- Driver’s license or state ID.
- Proof of income: W-2 or 1099.
- Health Insurance Form 1095-A.
- Interest income form 1099-int.
- Brokerage account investment of stocks, bonds, etc.
- Mortgage interest statement 1098.
- Registration form 1098-T.
INCOME TAX PREPARATION - LEGAL ENTITY
Federal Tax Forms:
1065, 1120, 1120S, 1041, 990, and State Tax Forms.
Please bring the following documents:
- Twelve months of bank and credit card statements (January through December).
- Profit and loss statement and business balance sheet.
- Any loan agreements and loan balances as of December 31.
COMPANY BOOKKEEPING
- Monthly record of the company’s financial
- transactions.
Bank - reconciliation.
Financial statements.
SALES TAX
- Monthly presentation
- Quarterly presentation
BUSINESS CREATION
Each business structure has different requirements to follow. We can analyze your needs to find the right one for you.
Our services include:
- Registration of Corporations and LLCs.
- Book of Corporations.
- Obtaining an Employer Identification Number (EIN).
- Application for small corporations.
ITIN (INDIVIDUAL TAX IDENTIFICATION NUMBER)
An ITIN is a tax processing number issued by the Internal Revenue Service to certain resident and nonresident aliens, their spouses and dependents.
PUBLIC NOTARY
Authorized by law to administer oaths, certify documents and signatures and perform other official business functions.
Witness and verify signatures on a variety of legal documents.
TAX CONSULTING
- Natural Person
- Legal Entity
EN 
ES