What you will need to have us prepare your personal income taxes:
- w2 forms
- 1099 forms
- Letter 6419 – IRS letter states amount received for advance Child Tax Credit
- Proof of essential medical coverage
- Valid photo identification
- Copy of Social Security Card or ITIN letter for taxpayer and dependents
- Proof your dependents lived with you during the previous year
- Proof of your relation to your dependents
- Proof of any donations you performed during the year
- If self employed, proof of income, expenses, business registrations and other relevant supporting information such as bank statements, business cards or log books.
- Proof of vehicle expenses and milage and other transportation expenses
- Copy of last year’s tax declaration.
- Your Bank routing and account information for deposits and payments
- Make an appointment through our online booking system or call us at 510-255-9194 to schedule.
- Come to the appointment on time (if anything changes let us know)
- Bring all your documentation
- You will be interviewed by the tax preparer – Be ready to respond to several questions
- The tax preparer will help you run calculations as needed
- The tax preparer will make copies of your documents and provide the originals back to you
- You may be asked to provide additional supporting information
- Be ready to spend 1 – 3 hours of your time depending on the complexity of the declaration
- Your taxes will typically be electronically file to the IRS
Stanza Tax Services
13925 San Pablo Ave. Ste 105
San Pablo, California. 94806
510-778-1579
510-255-9194
Base price is $160 and it goes up from there depending on factors such as filing status, business ownership and complexity of the declaration. Call us for a quote.
Multi-Service Specialists
Maria Flores
Multi-Service SpecialistJosephine Leiva
Multi-Service Specialist - ConcordIsaiah Leiva
Multi-Service SpecialistHave Additional Questions?
Contact One of Our Experts
Phone: 510-778-1579
Call or Text: 510-255-9194
Email: info@stanzatax.com
I received personalized service. The expert took the time to understand the needs of my business and answered all my questions in detail.
Marcela Avina
Business OwnerWe had not done taxes for four years. Stanza tax helped us get back on track with our taxes. When the IRS audited our taxes, Stanza tax was quick to help us iron out all the details and deliver them to the IRS to resolve the issue in a timely manner.