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Important
It is important to make sure that you have all the proper documents necessary to accurately complete your tax return. See the list of items to bring to your appointment here
Income Tax Preparation and Representation
Our office is staffed with one Enrolled Agent and three California Registered Tax Preparers, offering tax preparation and representation with individual tax returns. We are all bilingual in Spanish.
You may reference the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications here. Also, https://www.ctec.org.
Immigration Consultant
WE ARE NOT ATTORNEYS.
Per BUSINESS AND PROFESSIONS CODE SECTION 22440-22448: “A person engages in the business or acts in the capacity of an immigration consultant when that person gives non-legal assistance or advice on an immigration matter. That assistance or advice includes, but is not limited to, the following: Completing a form provided by a federal or state agency but not advising a person as to their answers on those forms.”
Santa Ana Professional Services staff has over 20 years of experience in completing forms for the following immigration benefits, and is in compliance with the bonding requirements of the State of California for Immigration Consultants.
- Family Petitions
- DACA (Deferred Action for Childhood Arrivals)
- Naturalization
- Temporary Protected Status
Live Scan Services
In California, fingerprinting must be done by a certified fingerprint roller or qualified law enforcement personnel. We are an authorized Live Scan Service provider, certified by The California Department of Justice.
Basic List of Documents to Bring With You
- Proof of identification (photo ID)
- Social Security cards for you, your spouse and dependents
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
- Interest and dividend statements from banks (Forms 1099)
- Health Insurance Exemption Certificate, if received
- A copy of last year’s federal and state returns, if available
- Proof of bank account routing and account numbers for direct deposit such as a blank check
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
- Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
- Forms 1095-A, B or C, Affordable Health Care Statements
- Form 1098T tuition statement and proof of education expenses
- Proof of relationship, residency, and school enrollment for dependent children, if you are claiming certain credits
You may also review the following forms:
How the Affordable Care Act Impacts Your Taxes
You will see changes related to the health care law as you file your tax return during tax time. The law requires you and your dependents to have health care coverage, an exemption, or make a payment with your return. If you purchased coverage from the Health Insurance Marketplace, you may be eligible for the premium tax credit.
If you receive any of the following IRS documents and had coverage for the entire year for each member of the household, please bring with you:
- Form 1095-A (Health Insurance Marketplace Statement)
- Form 1095-B (Health Coverage)
- Form 1095-C (Employer Provided Health Insurance Offer and Coverage)
If you don’t have health insurance and don’t qualify for an exemption, you will have to pay a penalty starting when you file your 2014 tax return. The penalty will be prorated based on the number of months you are uninsured and will increase each year. For tax year 2014, the annual one-time tax penalty will be $95 per adult, or one percent of your total income, whichever is greater. For uninsured children in your family, the penalty is $47.50 per child, with a family maximum of $285 for the year. The tax penalty is assessed on your 2014 tax return. Each year following 2014, the penalty increases – in 2015 the penalty is $325 per person, $162.50 per child – or two percent of your income. By 2016, the penalty rises to $695 per adult, $347.50 per child – or 2.5 percent of your household income.
For more information on the Affordable Care Act, please visit www.irs.gov and www.healthcare.gov.
