WHAT WE DO

OUR SERVICES

TAX SERVICES

Strategic Analysis

We control the interview, but we encourage the client to become involved and ask questions. Our goal is to get their tax as low as possible or to get a bigger refund approved by the law. The software handles the mechanical side, but we cannot lower the tax or get a bigger refund unless we put ourselves in our clients’ shoes and understand what they do and how they do it. No matter your level of understanding or the complexity of your needs, we are ready, willing and qualified to assist.

WHAT TO BRING

  • Personal Info
  • SSN or ITIN
  • ID, Driver License
  • Last Year’s Tax Return
    (if you don’t have one, don’t worry!)
  • Wages W-2
  • Pension Income 1099-R
  • Alimony Received
  • Rental Income
  • State Refund 1099-G
  • Social Security Benefits SSA 1099
  • Self-Employed Income 1099-MISC
  • Interest Income 1099-INT
  • Gambling Income W-2G
  • Unemployment 1099-G
  • Stocks or Bonds Sales 1099-B
  • Deductions
  • Donations
  • Alimony Paid
  • Real Estate Taxes
  • Car Registration fees
  • Job Expenses
  • Tools Expenses
  • Car Mileage you drove for business
  • Car Gas Expenses
  • Work Shoes
  • Work Uniforms
  • Education Expenses
  • Medical & Dental Expenses
  • Mortgage Interest Paid
  • Keep Your Receipts in case of audit
  • A blank check if you’d like your refund direct-deposited to your bank account Credits
  • Education Expenses
  • Child care Expenses
  • Taxes
  • Estimated Taxes
  • State Taxes
  • Personal Info
  • SSN or ITIN
  • ID, Driver License
  • Last Year’s Tax Return
    (if you don’t have one, don’t worry!)
  • Wages W-2
  • Pension Income 1099-R
  • Alimony Received
  • Rental Income
  • State Refund 1099-G
  • Social Security Benefits SSA 1099
  • Self-Employed Income 1099-MISC
  • Interest Income 1099-INT
  • Gambling Income W-2G
  • Unemployment 1099-G
  • Stocks or Bonds Sales 1099-B
  • Deductions
  • Donations
  • Alimony Paid
  • Real Estate Taxes
  • Car Registration fees
  • Job Expenses
  • Tools Expenses
  • Car Mileage you drove for business
  • Car Gas Expenses
  • Work Shoes
  • Work Uniforms
  • Education Expenses
  • Medical & Dental Expenses
  • Mortgage Interest Paid
  • Keep Your Receipts in case of audit
  • A blank check if you’d like your refund direct-deposited to your bank account Credits
  • Education Expenses
  • Child care Expenses
  • Taxes
  • Estimated Taxes
  • State Taxes

Live Scan Services

Our Services

Our services include Live Scan fingerprinting for employment, licenses, volunteers, adoption, criminal record checks and other legal purposes. Fingerprints are electronically submitted with our Live Scan device, and within hours are transmitted to the below agency(s) for criminal record checks.

  • Department of Justice (DOJ)
  • Federal Bureau of Investigation (FBI)
  • California Social Service (CAL)

Required Documentation

At the time of your Live Scan you must present the following:

  • 3 Completed Copies of “Request for Live Scan Service” application
    OR I number must be filled in.
    Level of service must be checked.
  • 1 Valid government identification with photo
    Valid driver’s license from any state
    Valid Department of Motor Vehicle-issued identification card
    Valid military identification Card
    Valid resident alien Card
    Valid immigration Card
    Valid US Passport

Bookkeeping

If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you with your bookkeeping for the year to assist in the preparation of your business tax return ,as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

Our Services

Our services include Live Scan fingerprinting for employment, licenses, volunteers, adoption, criminal record checks and other legal purposes. Fingerprints are electronically submitted with our Live Scan device, and within hours are transmitted to the below agency(s) for criminal record checks.

  • Department of Justice (DOJ)
  • Federal Bureau of Investigation (FBI)
  • California Social Service (CAL)

Required Documentation

At the time of your Live Scan you must present the following:

  • 3 Completed Copies of “Request for Live Scan Service” application
    OR I number must be filled in.
    Level of service must be checked.
  • 1 Valid government identification with photo
    Valid driver’s license from any state
    Valid Department of Motor Vehicle-issued identification card
    Valid military identification Card
    Valid resident alien Card
    Valid immigration Card
    Valid US Passport

Bookkeeping

If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you with your bookkeeping for the year to assist in the preparation of your business tax return ,as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.