Q. What documents do I need to bring for personal tax preparation?

You should bring your W-2s, 1099 forms (if applicable), any investment income statements, mortgage interest statements, charitable donations, and any other documentation related to income or deductions. If you are unsure, feel free to contact us for a complete list.

Q. How can I maximize my tax refund?

Our team works closely with clients to identify all eligible deductions and credits, ensuring you get the maximum refund possible. We will review your financial situation and advise on the best strategies to reduce your tax liability.

Q. How do you handle small business tax preparation?

We provide comprehensive tax services for small businesses, including bookkeeping, tax planning, and tax filing. Our approach ensures your business stays compliant with tax laws while maximizing deductions to save on taxes.

Q. What is the process for applying for an ITIN?

We assist individuals in applying for an Individual Taxpayer Identification Number (ITIN), guiding you through the required documents and the submission process. This number is essential for tax filing if you do not have a Social Security Number. We ensure your application is submitted correctly and promptly.

Q. How many years of filed taxes do I need to obtain a driving license in Maryland or Virginia with an ITIN?

For Maryland, you need two years of filed tax returns to apply for a driving license with an ITIN. In Virginia, only one year of filed taxes is required. We can assist you in filing these returns and obtaining your ITIN.

Q. Can you help me set up a new business for tax purposes?

Yes, we offer guidance on selecting the right business entity (LLC, corporation, etc.) and help with tax planning and filing from the start. Our goal is to set your business up for success by ensuring all tax-related matters are handled efficiently.

Q. I need to amend a tax return. Can you help with that?

Absolutely! If you’ve made a mistake or missed something on a previous return, we can file an amended return to correct the error. We’ll also look for any additional deductions or credits that could reduce your tax liability.