You will need to gather documents such as your W-2 forms from each of your employers, Forms 1099 for other income and interest statements, and any other relevant income and deduction documents. Additionally, you'll need records of any deductible expenses, such as receipts for charitable donations, medical expenses, and business expenses if you plan to itemize deductions.

It's recommended that you keep copies of your tax returns and supporting documents for at least three to seven years, depending on your individual circumstances. This includes documents such as W-2 forms, 1099 forms, receipts, and any other records related to your income and deductions. Keeping accurate records can be helpful in case of an audit or if you need to refer back to them in the future.

We provide tax preparation services for both individuals and businesses, including multi-state tax filings and nonprofit tax returns (Form 990).

You can schedule a consultation by calling our provided phone number, sending us an email, or filling out our contact form. Our team is available to answer any questions you may have and guide you through the tax preparation process.