Tax Services

YOUR TRUSTED TAX EXPERTS!

We're not just tax experts, we're here to serve you. We take pride in the products and services we provide and are willing to go the extra mile for you and your family.

We'll prepare your taxes with NO out-of-pocket charges to you.

What Documents Do I Need to File Taxes?

When filing taxes, the average taxpayer needs to contend with two types of documents: personal information documents and tax forms. Personal information documents include your driver’s license and your social security card. It's also ideal to have your past two tax returns on hand to help provide additional clarity if you get stuck.

After you’ve gathered your personal information documents, it’s time to process your tax forms. Depending on their employment situation, the typical taxpayer will need a W-2 Form or a 1099 Form.

What’s the difference between W-2 and 1099? 

Although they serve similar functions — reporting your annual income — it is crucial to know which form you need on hand when filing your taxes to avoid misclassification. The key is knowing your payroll status; workers that are considered “on the payroll” of their company receive a W-2, while everyone else receives a 1099. The typical W-2 worker is a traditional employee, while 1099s are used for non-payroll income including wages for workers are considered “self-employed”; they own businesses, freelance, take consultancy or gig work, or operate as independent contractors.

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