W-2 Employees
Stress-Free W-2 Filing - Done by Experts Who Speak Your Language
For 29 years we have maximized refunds for the Latino community in DFW. Freeestimate, bilingual service, and secure e-signature - online or in person.
Key Benefits
We have navigated every tax change since 1996
Free up-front estimate
Know your refund before committing
Bilingual service (ES/EN)
Feel confident and understood at every step
Hybrid filing options
Upload docs online or meet face-to-face
Year-round IRS support
We answer any letters and help set up paymentplans
4 Easy Steps
Pick
a Date
Select a time on our calendar and complete the secure intake form.
Upload
Initial Docs
Send us your W-2s, photo ID, and SSN/ITIN proof via our encrypted portal.
Get Your Checklist
Receive an email with any additional items to bring to the appointment.
Show Up
On Time
Visit our office (or join the video call) with all documents, sign digitally, and we e-file your 1040 on the spot.
Preliminary Checklist for Tax Preparation
Gather the essential documents to start your tax return. Requirements may vary depending on whether you’re an employee, self-employed, or own a business.
Income Documents
W-2 forms (from all employers for the year)
1099-INT, 1099-DIV forms (interest and dividends)
1099-G forms (unemployment, state refunds)
SSA-1099 forms (Social Security, if applicable)
Personal Information
Government-issued photo ID (taxpayer and spouse)
Social Security Number or ITIN for all household members
SSA-1099 forms (Social Security, if applicable)
Common Deductions and Credits
Childcare expense statement (name, EIN, amounts paid)
1098-T (education) and 1098-E (student loan interest)
Significant medical expenses (if itemizing)
Charitable contribution receipts
Proof of health coverage (Form 1095-A if used Marketplace)
Other Useful Info
Copy of last year's tax return (for new clients)
Bank information for direct deposit (routing and account)
IN addition to Individuals or W-2 Employees documents, also required:
Income Proof
1099-NEC or 1099-K forms
Own records of cash or transfer income
Invoices issued or reports from platforms (Uber, DoorDash, Etsy, etc.)
Business-Related Expenses
Receipts or detailed record of:
Fuel and vehicle maintenance (for work use)
Tools, equipment, supplies
Advertising or contracted services
Phone, internet, software
Home office or business rent
Business travel and meals
Other Useful Info
Annual mileage and business miles (with dates and purposes)
Licenses or professional insurance
Estimated IRS payments made during the year
In addition to some self-employed documents, also required:
Tax and Legal Documents
EIN (Employer Identification Number)
Business formation documents
Operating Agreement (if applicable)
Business Accounting
Income and expense reports (preferably from accounting software)
Profit and Loss Statement
Balance Sheet
Business bank and credit card account summaries
Payroll reports (if applicable)
1099 forms issued to contractors
Assets and Depreciation
List of assets purchased
Invoices with dates and amounts
Depreciation calculation if applicable
Previous Tax Payments
Quarterly estimated payments (Form 1040-ES or EFTPS receipts)
Our exhaustive service puts you in complete control, with everything conveniently organized in one place
Comprehensive Tax Preparation
We provide full-service tax preparation, ensuring every aspect of your business taxes is covered.
Audit Support
In the event of an audit, our experts are here to support you every step of the way, providing guidance and representation.
Tax Planning and Strategy
We offer strategic tax planning services to help you make informed decisions throughout the year, minimizing tax liabilities and maximizing your refund.
they saved a lot of time and even had some left over to leave us their gratitude
Frequently Asked Questions
What documents do I need to provide?
You will need to provide W-2 forms, 1099 forms, previous tax returns, receipts, and any other relevant financial documents.
How much does your service cost?
Our pricing is based on the complexity of your tax situation. We offer competitive rates and will provide a detailed quote after your initial consultation.
Can you help if I have past-due taxes?
Yes, we can assist with resolving past-due taxes and setting up payment plans if necessary.
Let’s make this your easiest tax season yet
book your free consultation today and file with confidence.