We know that filing taxes can be confusing and stressful. Our job is to make it easy for you, help you pay the right amount, and, if possible, receive a refund.
We’ll guide you step by step, whether you’re:
● Employee (you work for a company)
● Self-employed (self-employed or with a 1099 contract)
● Business owner
● Or if you combine several activities
We do your personal and business taxes in one package, saving you time and money.
We check that the withholdings from your check are correct and that you are taking advantage of any deductions that apply to you.
We’ll show you what expenses you can deduct, such as gas, maintenance, materials, and more, so you pay the right amount.
We’ve combined everything into a single, well-organized statement so you don’t miss a thing and can take advantage of all the benefits.
At TaxPlus Insurance, we are committed to guiding you through the entire tax filing process, whether you are an employee, a self-employed individual, or both. Our goal is to maximize your deductions and benefits, ensuring you comply with tax regulations and avoid surprises at the end of the year
Social Security Number or ITIN
● Income documentation (W-2, 1099, investment reports, unemployment benefits, etc.)
● Documentation of deductible expenses (mortgage, medical expenses, donations, etc.)
● Valid identification (license or passport).
Tax season runs from January to April. If you need more time, we can help you request an extension, but it’s important to pay before the deadline to avoid penalties.
We help you take advantage of benefits such as:
● Credit for children or dependents.
● Mortgage interest deduction.
● Medical or self-employment expenses.
We advise you on the best option based on your marital status and income to optimize your tax burden.
We align your health insurance information with your declaration to avoid unexpected refunds or adjustments.
As IRS registered agents, we handle your ITIN application and return, including certified copies of your passport.
We explain everything clearly, without technical jargon, and we take care of the entire process so you can have peace of mind.
No matter where you are: our national software handles federal and state taxes.
Schedule your appointment today and let us take care of your taxes.
If you need assistance with your personal taxes,
trust in our experience and commitment.
We are here to help you.
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