Embedded Files
Tax Preparation & Tax Planning
Tax Preparation & Tax Planning
Individual Income Tax Returns
Corporate Tax Returns
Partnership Tax Returns
LLC Tax Returns
Sole Proprietor & Schedule C Filings
Trust & Estate Tax Returns
Nonprofit Organization Tax Returns
Amended Tax Returns
Prior-Year Tax Returns
Tax Extensions
Estimated Quarterly Tax Payments
Tax Planning, Tax-Saving Strategies & Tax Resolutions
IRS & State Tax Notices
Audit Assistance & Administrative Support
Offer in Compromise
Offer guidance for payment arrangements and tax compliance
ITIN (Form W-7) Applications & Renewals
Electronic Filing (E-File)
"Our goal is not only to help you meet today's tax responsibilities, but to provide the guidance and support that helps you make informed decisions for tomorrow." ~ Rodriguez Financial Services
¡Ever wonder what you need to bring to your appointment? Here is a perfect list to get a headstart and avoid long waits! Click on the drop-down arrow below!
INDIVIDUAL
An Individual Tax Return reports your annual income, deductions, credits, and taxes paid to determine whether you owe taxes or are due a refund. Most individuals file using Form 1040 or a related form.
How We Help:
We prepare and file individual tax returns with accuracy and care, ensuring compliance with current tax laws. Our team identifies eligible deductions and credits to help minimize tax liability, provides clear guidance throughout the process, and files returns electronically for timely results.
Individual
Individual
Requirements for your upcoming appointment
Identification or Driver's License
Social Security or ITIN
W2 forms (all places worked)
Unemployment (if aplicable)
1098-school form (if aplicable)
Mortgage and Interest form
Stocks (if aplicable)
Health Insurance forms
Adding dependents
Birth Certificates
Social Security
Medical Records
School Printout
Bank account for Refund
Account Number
Routing Number
SOLE PROPRIETOR
A Sole Proprietor Tax Return reports business income and expenses earned by an individual who operates their business personally. Business activity is typically reported on Schedule C, which is filed along with the individual’s Form 1040. The net profit or loss from the business becomes part of the taxpayer’s personal income and may be subject to both income tax and self-employment tax.
How We Help:
We prepare and file sole proprietor tax returns with accuracy and care, ensuring your business income and expenses are properly reported. Our team identifies eligible business deductions to help reduce your tax liability, provides clear guidance throughout the process, and files returns electronically for timely and efficient results.
Sole Proprietor - Small Business
Sole Proprietor - Small Business
Identification or Driver's License
Social Security or ITIN
Unemployment (if aplicable)
1098-school form (if aplicable)
Mortgage and Interest form
Stocks (if aplicable)
Health Insurance forms
Business Expenses
Business Expenses form
Adding dependents
Birth Certificates
Social Security
Medical Records
School Printout
Bank account for Refund
Account Number
Routing Number
CORPORATIONS
We provide comprehensive tax preparation and filing services for a wide range of business entities, including:
Limited Liability Companies (LLCs)
C Corporations
S Corporations
Partnerships
Trusts & Estates
Non-Profits
Our services ensure accurate reporting, compliance with applicable tax regulations, and strategic planning to help minimize tax liability while supporting your business’s financial goals.
Corporations
Corporations
Schedule a consultation and we will gladly explain what is required for your corporation
ITIN RENEWAL
An Individual Taxpayer Identification Number (ITIN) is issued by the IRS to individuals who need to file U.S. taxes but are not eligible for a Social Security Number. It is used solely for federal tax reporting purposes.
ITIN Renewal
ITIN Renewal
Requirements for your upcoming appointment
Identification or Driver's License
W2 forms (all places worked)
Unemployment (if aplicable)
1098-school form (if aplicable)
Mortgage and Interest form
Health Insurance forms
Adding dependents
Birth Certificates
Social Security
Medical Records
School Printout
Bank account for Refund
Account Number
Routing Number
Upload any IRS, FTB, or other tax agency correspondence here for professional review and assistance.
**Disclosure: Submission of documents does not establish a client relationship. Individuals who are not existing clients may be required to schedule a consultation before we review, interpret, provide guidance regarding their correspondence or before services can be provided.
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