Real Estate

Real Estate Managing Broker

Member of the National Association of Realtors

 

Income Tax

Individual Income Tax

Authorized e-file Provider

 

Additional Services:

Electronic Filling (e-file)

Drop Off service available (free)

Individual Taxpayer Identification Number (ITIN) Application

 No out of pocket expense required for tax preparation

Free estimates

Notary Public

Translations

 

Bank Products:

Electronic Refund Checks (ERC)

Electronic Redund Deposits (ERD)

Debit Cards

State Products

 

List of documents to reference:

 

·         Wage statements/W-2s

·         Self-employment business income and expenses/1099-MISC

·         Commissions received/paid

·         Pension, retirement income/1099-R

·         Unemployment income/1099-G

·         Canceled Debt Amount/1099-C

·         Social Security income/SSA-1099

·         Statements on the sales of stocks or bonds/1099-B

·         Interest and dividend income /1099-INT/1099-DIV

·         Lottery or gambling winnings/losses

·         State refund amount/1099-G

·         Income and expenses from rentals

·         Alimony paid/ received

·         Medical and dental expenses

·         Real estate and personal property taxes

·         State or local taxes paid

·         Estimated taxes or foreign taxes paid

·         Cash and non-cash charitable donations

·         Mortgage or home equity loan interest paid/1098

·         Unreimbursed employment-related expenses

·         Job-related educational expenses

·         Educator expenses

·         Tuition and Education Fees/1098-T

·         Student loan interest/1098-E

·         Casualty or theft losses

·         Child care expenses and provider information

·         Social Security card(s)

·         Driver's License(s)

·         Dependants' Social Security numbers and dates of birth

·         Last year's Federal and State tax return