Latest News

IRS Kicks Off 2011 Tax Season with Deadline Extended to April 18:

Taxpayers Impacted by Recent Tax Breaks Can File Mid- to Late February

WASHINGTON — The Internal Revenue Service today opened the 2011 tax filing season by announcing that taxpayers have until April 18 to file their tax returns. The IRS reminded taxpayers impacted by recent tax law changes that using e-file is the best way to ensure accurate tax returns and get faster refunds...read full article

Tax Services

We are equipped to prepare State Tax Returns of every state where State Income Tax filing is required.

• Fast refunds with electronic filing if you would like to receive your refund within approximately 7 to 10 business days with direct deposit

• Electronic Payment Options- convenient, safe, and secure

• Please click on the links to learn about rates and what is needed by you, at the time of your appointment.

Rates

Rates vary from case to case.
Please feel free to contact me so that I may provide you with an estimate.

What do I need?

• A Picture ID (driver’s license, employee or, Student ID, Passport) for you and your spouse.

• Social Security cards or proof of social security for you , your spouse and all your dependents.

• W-2’s from each employer (for you and your spouse)

• Unemployment compensation (form 1099-G)

• Total cash or any other money you received for work performed not included on W-2’s or 1099

• If received non-employment compensation (contract wages) from anyone (1099-misc)

• Amount of any student loan interest paid (form 1098-E)

• Information of any moving expenses paid

• If you made any retirement contributions to IRA or other (KEOGH,SEP, etc)

• If you paid day care - name, address & SSN (tax ID of day care provider and amount paid)

• If you have bank/financial accounts - Interest (1099-INT), Dividends and Capital gains.

• If you have stock or mutual funds sales (1099B). Bring records regarding your cost basis on property sold.

• If you own a home - records of real estate taxes, mortgage interest (form 1098)

• State and local sales taxes paid for the year. If you did not keep records, we will just need sales taxes paid on major purchases (Car, motorcycle, motor home, RV, truck, van, or off road vehicles)

• If you own a business - records of all revenue (1099-MISC) and expenses for the business.

• Amount paid for any charitable donations, personal property taxes, medical expenses, employee business expenses, or expenses for managing your investment.

• If you purchased or sold a home (1099-S) in 2010, bring all closing statements.

• If you had any casualty or theft losses.

• Partnership or Trust Income (Schedule K-1)

• Any alimony paid or received

• Records of any quarterly estimate tax payments made during 2010

• Any other income - jury duty, gambling winnings, prizes/awards, scholarships/fellowships, state income tax refunds

• Anything else you think might be tax deductible

• A copy of last year’s tax return (for new clients only)

• Economic stimulus payment received in 2010 as shown on notice 1378

More Services

Notary Public

What is a Notary Public?
A Notary Public is a public servant appointed by state government to witness the signing of important documents and administer oaths.

Notary Public Services:
Evening and weekend services are also available at my home by appointment.

Primerica Agent

Life insurance:
Protect and secure your family

Smart loans:
- consolidate all your debts into one payment and save thousands in interest
- complimentary Financial Needs Analysis

The Good Loan is an opportunity for families to get out of debt

Contact Form

Please feel free to contact me by filling out the following form. You may also contact me by phone or email.

Thank You - Lourdes Orozco

Cell: 970.402.1214
Office: 970.475.4078
info@orozcotaxservices.com

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