Personal information: Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN) for yourself, spouse, and dependents.

Income documents: W-2 forms from employer(s), 1099 forms for freelance work, interest/dividend statements, and any other income-related documents.

Deductions and credits: Receipts for deductible expenses (e.g., mortgage interest, charitable contributions) and documentation for tax credits.

Health insurance coverage: Form 1095-A, 1095-B, or 1095-C.Previous tax returns: Copies of previous year's tax return(s) for reference.

Other relevant documents (specific to each individual will be discussed): Records of retirement contributions, educational expenses, or investment transactions.

The processing time for a tax return can vary depending on several factors, including how you file your return, the complexity of your tax situation, and the current workload of the IRS. In general:

E-filed returns typically have a faster processing time compared to paper returns.

The IRS usually issues refunds for e-filed returns within 21 days if there are no issues with the return.

Paper returns generally take longer to process, with refunds issued within about six to eight weeks.

Returns with errors, missing information, or those requiring further review may take longer to process.

Yes, we offer comprehensive assistance with state and local tax filings. Our team of experts is well-versed in the intricacies of state and local tax laws, ensuring that your filings are accurate, compliant, and optimized to minimize your tax liabilities.