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Tax Resource Center
Tax Resource Center
Welcome to our Tax Resource Center! Everything you need to prepare for tax season, from checking your refund to booking your appointment!
What You Need For These Appointments
![]() Tax Preparation- Form of ID (State ID, Passport, Permanent Residence ID) - Social Security or ITIN - Spouse’s full name and SSN/ITIN (if filing jointly) - Dependents’ full names, SSNs/ITINs, and dates of birth - Forms such as 1099’s or W-2 (from all employers) - Other forms – 1099 (INT, DIV, G, R, B) - 1098 (T, E) - Business income and expenses (if self-employed) If you have any other tax related questions please call our office. | ![]() ITIN Application/RenewalIf you are applying: - Form of ID (State ID, Passport, Permanent Residence ID) This will be sent to IRS in Texas - Two forms of address vertification (Phone bill, bank statements) If you are renewing: - Two forms of address vertification (Phone bill, bank statements) | ![]() Business Registration- Form of ID (State ID, Passport, Permanent Residence ID) - Social Security or ITIN - Business Name We help with providing: - EIN - License - Insurance (Optional) |
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Get Ready for Tax Season

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How to Prepare for Tax Season
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Gather all of your documents,
Collect your W-2s, 1099s, Identification, SSN or ITIN, and any receipts for deductions (education, business, donations, etc.). -
For businesses, make sure to send in bank statements for bookkeeping ahead of time.
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Book your tax appointment early, avoid the rush and lock in your spot as soon as possible.
Stay Informed
Never miss a deadline or update.
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When tax season begins.
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What documents to bring.
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Deadline reminders.
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WORDS FROM OUR CEO
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