Tax documents and financial forms for business accounting services

Professional Tax Preparation & Filing Services

Expert tax preparation with precision, security, and professional guidance for individuals and businesses throughout the United States.

✓ QuickBooks Certified | ✓ Bilingual Support | ✓ Serving All 50 States | ✓ 100% Remote Services

Personal Tax Return Document Checklist

Before beginning your tax return, make sure you have all necessary documents. This checklist will help you prepare quickly and stay organized.

CHECK LIST

Basic contact information - Name, email, phone, and current address

Income documents - W-2, 1099s (all types), SSA-1099, unemployment income, foreign income statements

Identification documents - Driver's License, State ID, Social Security card (SSN), ITIN letter, or work permit

Self-employment records - Detailed income and expense records if you work independently (Form 1099 or similar)

Bank information - Routing and account number for direct deposit of refund

Dependent information - SSN/ITIN for all dependents, daycare expenses (Form 2441), medical expenses, education costs (1098-T)

Deduction documentation - Mortgage interest (1098), property taxes, charitable donations, medical expenses, student loan interest

TIP: If you're not sure which documents apply to your case, our team will guide you during the free consultation.

📥 Download Complete Requirements List (Spanish)

What Our Tax Preparation Services Include

Business owner reviewing tax forms and IRS documentation

Personal Tax Preparation

Complete tax preparation and filing services for individuals, ensuring maximum refunds and full compliance with IRS regulations.

Form 1040 preparation and electronic filing
Evaluation of deductions, credits, and potential refunds
Optimized returns for freelancers and independent contractors (Schedule C)
Multi-state tax return preparation
Foreign income reporting and tax treaty application
ITIN application and renewal assistance
Analysis of optimal tax structure (self-employed vs. LLC/S-Corp)
Prior year tax amendments and corrections

Professional accounting team meeting with small business clients

Business Tax Preparation

Comprehensive tax services for businesses of all structures, from sole proprietors to corporations.

LLC, S-Corp, and C-Corp tax returns
Schedule C for sole proprietors and single-member LLCs
Form 1065 for multi-member LLCs and partnerships
Form 1120-S for S-Corporations
Form 1120 for C-Corporations
Form 990 for non-profit organizations
K-1 preparation and distribution
Quarterly estimated tax calculation and filing

Online tax preparation software and digital registration form

ITIN & EIN Application Services

Professional assistance with tax identification number applications for individuals and businesses.

ITIN (Individual Taxpayer Identification Number) applications
ITIN renewal for expired numbers
Certifying Acceptance Agent (CAA) services
EIN (Employer Identification Number) applications
Document certification and notarization
Application tracking and follow-up
Expedited processing when available
Guidance for non-residents and foreign nationals

Accountant calculating business expenses and tax deductions

Sales Tax Management

Complete sales tax compliance services for businesses collecting and remitting sales tax.

Sales tax registration and setup
Quarterly sales tax return preparation
Multi-state sales tax filing
Nexus determination and compliance
Sales tax audit support and representation
Exemption certificate management
Accurate rate calculation for multiple jurisdictions
Late filing penalty abatement assistance

Tax Preparation Guarantee - Up to $2,500

At Finance Solutions District, we stand behind the quality of our work. Thanks to our partnership with Protection Plus, we offer a guarantee of up to $2,500 for your Form 1040 tax preparation.

If we make an error in preparing your return, we will reimburse you up to $2,500 for additional charges, penalties, or interest that result directly from that error.

* This guarantee applies exclusively to Form 1040 prepared by our team. Subject to terms and conditions established by Protection Plus. With us, you file with peace of mind and professional backing.

Tax Preparation Guarantee up to $2,500 protection coverage

Our Simple 5-Step Tax Preparation Process

At Finance Solutions District, we've streamlined tax preparation to make it as easy as possible. Our process is 100% remote, secure, and guided by professionals every step of the way.

1. Free Initial Consultation:

We evaluate your current tax situation and determine which forms and strategies apply to your case (employee, self-employed, LLC, foreign income, etc.)

2. Secure Document Collection:

Upload your documents (W-2s, 1099s, financial statements, ID) securely through our TaxDome platform

3. Professional Preparation:

A certified tax expert reviews, calculates, and optimizes your return, ensuring you take advantage of all available deductions and credits

4. Digital Signature & Filing:

Once your return is ready, you can sign it digitally from your phone or computer. We handle electronic filing with the IRS and state agencies

5. Follow-up & Access:

Track your refund status at IRS.gov/wheres-my-refund. Access your documents year-round through TaxDome

Why Choose Finance Solutions District for Your Tax Preparation

100% Bilingual Service

Full support in English and Spanish so you can communicate with complete confidence

Expert Tax Professionals

Tax preparers with 9+ years of experience handling individual and business returns

Remote Service Nationwide

Serve clients in all 50 states with secure, 100% remote tax preparation and filing

Secure TaxDome Platform

Military-grade encryption for document sharing and secure digital signature capabilities

Ready to File Your Taxes with Confidence?

Schedule your free consultation today and let our expert team handle your tax preparation.

Call (978) 930-5807

Schedule Free Consultation