INDIVIDUAL TAX
How it works for an Individual!
Required Documents: To get started, we’ll need the following documents:
Personal Information: Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for all dependents and family members.
Income Documentation:
W-2s (for employees), 1099 forms (freelancers or contractors), 1098 (mortgage interest), K-1 (business income), or other income-related documents.
Deductions and Credits:
Receipts for deductible expenses (e.g., medical, education, charitable donations), mortgage interest statements, and records of tax-deductible contributions.
Visa Documents:
If you’re on a visa, provide documentation of your visa status, such as an I-20 (for F-1 students), DS-2019 (for J-1 exchange visitors), or I-797 (for H-1B workers), along with any other immigration paperwork. Prior Year Tax Returns: If applicable, provide copies of previous tax returns for a more accurate assessment. Visa Status We Handle:
U.S. Citizens and Residents (Green Card holders)
Non-Resident Aliens (for individuals on F-1, J-1, H-1B, L-1, etc.)
Dual-Status Taxpayers (in cases of change in residency status during the tax year)