Tax Services – Dịch Vụ Thuế

Our Individual Tax Services are designed to help you prepare and file your taxes accurately and on time. We collect essential documents such as income statements, prior year tax returns, and proof of deductions to ensure compliance with tax regulations. By reviewing these materials, we can identify eligible credits, minimize errors, and provide personalized guidance that protects your financial interests.

Dịch vụ Thuế Cá Nhân của chúng tôi được thiết kế để hỗ trợ bạn chuẩn bị và nộp hồ sơ thuế một cách chính xác và đúng hạn. Chúng tôi thu thập các giấy tờ cần thiết như bảng lương, hồ sơ thuế năm trước và chứng từ khấu trừ để đảm bảo tuân thủ quy định thuế. Việc xem xét các tài liệu này giúp chúng tôi xác định các khoản giảm trừ hợp lệ, giảm thiểu sai sót và cung cấp hướng dẫn cá nhân hóa nhằm bảo vệ lợi ích tài chính của bạn.

Tax Services Intake (Form)

This field is for validation purposes and should be left unchanged.
Name
MM slash DD slash YYYY
Address
Filing Status

Spouse Information

Spouse First Name
MM slash DD slash YYYY

Dependents

Enter your dependents here
First Name, Last Name
Date of Birth
Relationship
Months lived in home in 2025
Income Over $2,600? (Y/N)
 

Income

1. Wages and Salaries (Attach W-2's)
Name of Payer
Gross Wages (withheld)
Soc. Sec. (withheld)
Medicare (withheld)
Federal Income Tax (withheld)
State Income Tax (withheld)
 
2. Interest Income (Attach 1099's)
Name and Address of Payer
Amount
Name and Address of Payer
Amount
 
3. Interest (Attach 1099's)
Name and Address of Payor
Amount
 
4. Dividend Income (Attach 1099's)
Name of Payor
Amount
Name of Payer
Amount
 
5. Capital Gains and Losses (Include details of dispositions of any business/rental/farm assets)
Investment
Date Acquired
Cost or Other basis
Date Sold
Net Sale Proceeds
 
6. Pensions, IRA Distributions, Annuities, Rollovers, Unemployment Compensation Received, Social Security Benefits and State/Local Tax Refund (s)
Total Received
Taxable Amount
Other Income
Amount
 
Drop files here or
Max. file size: 2 GB.
    Upload all supporting documents such as W‑2s, 1099s, and any additional income statements received.

    Credits

    Child and Dependent Care:
    Name
    Address
    Amount Paid
     
    Child and Dependent Care (continued)
    Other Credits
    Tuition & Fee for higher education
    Amount
    Foreign Tax Credits
    Amount
     

    Itemized Deductions:

    Medical and Dental
    Medical
    Amount
    Transportation, Lodging
    Amount
     
    ** Medical include the prescription medicines, drugs, insulin, doctors, dentist, nurses and medical/ dental insurance premiums ** Transportation , lodging incurred to obtain medical care, hearing aids, eyeglasses, medical devices, etc
    Tax Paid
    State and local income taxes
    Amount
    Reat estate taxes
    Amount
    Pesonal property taxes
    Amount
     
    Interest Paid
    Home mortgage interest paid
    Amount
    Investment interest
    Amount
    Student loan interest
    Amount
     

    Car

    List
    Make
    Model
    Year
    If used, provide Date of Purchase
    Purchase Price
     
    You may include additional information that is not covered by the options provided in the form.
    Consent to Terms and Conditions(Required)
    Scroll to Top