Stress-Free Tax Solutions
for You & Your Business

Typically W-2s, 1099s, mortgage statements, receipts for deductions, prior tax returns, and any IRS letters. We provide a full checklist once you schedule your appointment.

For most U.S. individual taxpayers, the primary deadline to file a federal income tax return is April 15 of the year following the tax year. The deadline to pay any taxes owed is also generally April 15

An ITIN (Individual Taxpayer Identification Number) is a nine-digit tax processing number issued by the IRS for federal tax purposes to individuals who cannot obtain a Social Security number (SSN). It helps individuals comply with U.S. tax laws and allows the IRS to process tax returns and payments.

If you are missing tax documents and the filing date is near, you have two primary options: file for an extension or file using estimated information. It is crucial to act before the deadline to avoid potential penalties.