Individual Taxes

We achieve your financial peace of mind. At TaxPlus Insurance, we are your strategic allies to navigate the complex world of individual taxes, regardless of your financial situation.

Are you an employee with entrepreneurial aspirations? An entrepreneur forging your own path? Or perhaps a versatile professional who combines both roles? No matter your unique situation—employee, corporation, self-employed, or a combination of all—we simplify the tax equation.

Discover how TaxPlus Insurance customizes robust solutions to optimize your tax return and secure your financial future. Your fiscal peace of mind starts here.

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If You Have a Corporation

We integrate your corporation’s accounting with your personal taxes into one smart, efficient package. The best part? This comprehensive service is billed directly to your business, making it a 100% deductible expense.

Optimize your finances, save valuable time, and maximize your tax benefits with our unified solution. It’s time to work smarter, not harder.

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If You Are an Employee

At the end of the year, the total amount already withheld from your paychecks is the fundamental basis for your tax return. With TaxPlus Insurance, we guide you to ensure this process is transparent and accurate, optimizing your tax outcome without unnecessary complications.

Let us handle your employee tax management so you can enjoy the financial clarity you deserve

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If You Are Self-Employed

Every mile you drive, every project you complete, translates into income that must be reported. But here’s the advantage: as a self-employed individual, you have the opportunity to optimize your tax burden.

From the fuel that powers your day to essential vehicle maintenance and even crucial materials for your construction projects, TaxPlus Insurance helps you identify and apply every eligible deduction.

Don’t leave money on the table, maximize your savings and simplify your filing with our expert advice. Your independent work deserves smart tax management.

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If You Are Both an Employee and Self-Employed

We simplify this process for you. We provide a comprehensive, meticulously organized report that consolidates your income and the expenses directly related to earning it.

With our expert guidance, filing your individual taxes becomes an exercise in precision and peace of mind, ensuring every income and deduction works in your favor.

Leave tax chaos behind and experience the clarity that TaxPlus Insurance offers you.

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

What You Need to Know to File Your Tax Return
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Do you feel like your individual taxes are a confusing and stressful maze? Take a deep breath.

We are an expert team by your side, ready to simplify every step of the filing process, ensuring you don’t miss a single detail and optimizing your tax outcome. Leave uncertainty behind and move toward hassle-free tax management. Explore our resources, discover how we can support you, and take the first step toward your financial peace of mind today. Your fiscal peace of mind begins here, at TaxPlus Insurance.

Legal Status

The first essential step is to establish your legal status in the country. This will open the door to obtaining your Social Security Number (SSN), your key to being identified as a registered taxpayer. Think of it this way: your SSN is your passport to the tax system. Now, here’s a key fact that simplifies things: your tax rate is directly tied to your income. The more you earn, the higher your rate will be, and vice versa.

Keep in mind: At TaxPlus Insurance, we guide you at every stage, from understanding your status to optimizing your return based on your income. Simplify your individual taxes with our expert advice.

Types of Clients

We are ready to simplify your individual tax filing. Whether you are anemployee, self-employed, an investor (stocks or crypto), or receiving unemployment, benefits, identifying your income forms is the first step toward an accurate return.

But that’s not all. To ensure your return reflects your complete situation, we also help define valid identification (such as your driver’s license or Social Security card) and determine your current marital status.

And what if you could reduce your tax burden?

It’s possible! If you have proof of deductible expenses, such as mortgage payments, these can make a significant difference.

At TaxPlus Insurance, we help you organize all this information efficiently and stress-free. Don’t let documentation overwhelm you. Discover how our expertise can transform tax season into a simple and streamlined process. Your financial peace of mind is our priority.

Tax Season

Tax season takes place during the first four months of each year; TaxPlus Insurance is by your side to guide you through every step of the season. We advise you on how to request an extension without complications! But remember, the key to total financial peace of mind is filing on time and avoiding unnecessary fees

We maximize your chances of getting that extra money back in your pocket, making sure you don’t leave a single cent on the table. We design personalized strategies for quarterly tax estimates

We provide guidance to help you avoid surprises and penalties at the end of the year with our expert planning, ensuring you meet your obligations efficiently

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Tax Credits

We open the door to significant tax savings. If you have children or support adult dependents, you may be eligible for key tax credits, such as the Child Tax Credit, which often leads to a substantial refund

If you are a homeowner, we show you how to optimize your mortgage interest deduction: choose the standard deduction for simplicity or itemize your expenses (medical, vehicle, etc.) for greater benefit.

At TaxPlus, we analyze your situation to maximize every savings opport

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Joint or separate filing?

Married or in a common-law partnership? You have the option to file jointly or separately—a decision that directly impacts your tax liability, especially with significant income. For couples where one spouse owns a business or has high earnings, filing separately can be a smart strategy to calculate your taxes individually

At TaxPlus, we analyze your family and financial situation to guide you toward the option that will optimize your tax burden.

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Impact of Health Coverage

We provide you with a comprehensive view of how your health coverage interacts with your tax return. It is crucial that your health insurance information matches your tax filing

A mismatch between your actual income and the income reported to obtain health insurance tax credits can result in an unexpected repayment at the end of the year

At TaxPlus, we advise you to align your information and prevent issues, ensuring an accurate and stress-free tax return. Your financial peace of mind is our priority.

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Tax Filing for Non-Residents

We support the Latino and immigrant community at every step. We guide you in obtaining your ITIN (Individual Taxpayer Identification Number), your key to filing taxes and building your financial future.

We simplify the application process, allowing you to even send a certified color copy of your passport, avoiding the need for physical mailing.

We advise you on filing your tax return. At TaxPlus, your origin is not an obstacle—it’s the start of a solid tax journey!

Keep in mind: At TaxPlus Insurance, we handle the ITIN application process as registered agents with the IRS.

Our Service

At TaxPlus Insurance, we simplify your tax return. We prioritize our clients and welcome your referrals.

As our client, we explain every step—from forms to key concepts—so you fully understand your return. We work hard to avoid costly mistakes.

With TaxPlus, your return is backed by a registered IRS agent. No matter where you are, our national software manages your federal and state taxes with equal efficiency.

Leave the complexity to us and enjoy a personalized, educational, and penalty-free tax experience. Your financial peace of mind is our mission.

If you need assistance with your personal taxes,

trust in our experience and commitment.

We are here to help you.

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