Tax Preparation
With every visit, you can rely on the same expert advisor, who is committed to achieving the best possible tax outcome for you. We complete annual specialized training to keep us at the top of our game.
ITIN Request
You can apply for an ITIN and we, as the Certified Acceptance Agent (CAA), will verify your supporting documents and issue a Certificate of Accuracy (CoA). The benefit is that you do not need to send original documents to the IRS. We will submit copies of your documents along with your ITIN application to the IRS for you.
Tax Planning
We’ll help prepare you – for what to expect now and in the future. Together we’ll create a plan to help you control the outcome of your tax return.
Client Comminucation
In an effort to provide our clients with security, flexibility, and convenience we have introduced a client portal. By having this access you can expect to
Upload securely
tax documents
Communicate
and schedule
Appointments with your tax advisor
Have year
round access
To your tax documents and filings
Important Links
Instruction for Form 8821
Form 8821 - Tax Information Authorization
2106 instructions
Publicacion 596 -Tabla del EITC para 2019
