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Income Taxes

Spanish tax Accounting Services

305 South Main Street

Pleasantville, NJ 08232

(609) 380-2825

Spanish tax Accounting Services

305 South Main Street Pleasantville, NJ 08232

Tax Preparation

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 documents:

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:

IRA contributions

Energy credits

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

Educator expenses

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

OUR SERVICES

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.

SALES TAX

The payment of your sales tax is very important and must be done on the dates established according to the constitution of your company.

NOTARY PUBLIC

Any document that you need to notarize can be done with us, always advising you on the legal aspect.

BUSINESS REGISTRATION

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.

CONTACT US TODAY

(609) 380-2825

Facebook Page 

SPANISH TAX ACCOUNTING 

SERVICES

OFFICE HOURS

Monday to Friday

09:00 AM to 5:00 PM

Saturday: Closed

Sunday: Closed


(609) 380-2825

1040taxservicesllc@gmail.com

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