Spanish tax Accounting Services
305 South Main Street
Pleasantville, NJ 08232
What should you do to prepare for your appointment?
Required documents to keep on file:
Copies of Drivers License or State IDs
Social Security Cards
Proof of Residence for dependents claiming EIC
Income from jobs: forms W-2 for you and your spouse
Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information
Income from state and local income tax refunds and/or unemployment: forms 1099-G
Taxable alimony received
Business or farming income—profit/loss statement, capital equipment information
If you use your home for business—home size, office size, home expenses, office expenses
IRA/pension distributions—forms 1099-R, 8606
Rental property income/expense—profit/Loss statement, rental property suspended loss information
Social Security benefits—forms SSA-1099
Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)
Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer
Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.
Other tax documents:
Student loan interest
Medical Savings Account (MSA) contributions
Moving expenses (for tax years prior to 2018 only)
Self-employed health insurance payments
Keogh, SEP, SIMPLE and other self-employed pension plans
Alimony paid that is tax dedcutible
State and local income taxes paid
Real estate taxes paid
Personal property taxes—vehicle license fee based on value
Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.
Direct deposit information—routing and account numbers
Foreign bank account information—location, name of bank, account number, peak value of account during the year
Tax deduction documents:
Advance Child Tax Credit payment
Letter 6419, Advance Child Tax Credit Reconciliation
If you received 'Your Third Economic Impact Payment', Letter 6475
Child care costs—provider’s name, address, tax id, and amount paid
Education costs—forms 1098-T, education expenses
Adoption costs—SSN of child, legal, medical, and transportation costs
Home mortgage interest and points you paid—Forms 1098
Investment interest expense
Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses
Casualty and theft losses—amount of damage, insurance reimbursements
Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only)
Medical and dental expenses
PROFESSIONALS AT YOUR SERVICE
"We guarantee the fastest and most effective way to file your taxes."
INCOME TAX PREPARATION
Maximum return guarantee in the most transparent and professional way. No matter your tax situation, we always advise you with your long-term benefit in mind when submitting your income tax.
W7 FORMS : ITIN NUMBERS
If you need to obtain your ITIN number, renew it or any requirement related to your ITIN number, we will advise you on everything from start to finish.
SMALL BUSINESS ACCOUNTING
Do not risk the accounting of your business, we handle it for you, so that you only have to worry about the administration of your business.
The payment of your sales tax is very important and must be done on the dates established according to the constitution of your company.
Any document that you need to notarize can be done with us, always advising you on the legal aspect.
If you want to start your business, come and we will register it for you, we will advise you on all the requirements so that you can start your business with everything in order.
Patricia Velasquez Cramer
WHO WE ARE
We are a group of certified professionals in tax preparation for individuals and small businesses and a certified notary public.
At Spanish Tax Accounting Services we are guided by the satisfaction of our clients, and we always seek the greatest benefit for each of them, always thinking about each particular case.
Transparency is very important for Spanish Tax Accounting Service, so we build mutual trust with each of our clients.
We do things the right and professional way.