Tax Filing Services
Income Tax
Tax season returns every year. It is important to have your finances straight and to make sure you find a tax preparer that is authorized to file your taxes.
At LGS we take our time reviewing your situation and asking all the right questions to ensure that we can file your taxes correctly. We take our time with you, you are not a case or a client, you are someone that needs our services, we are here to serve you and to make sure you can take advantage of all the tax benefits that are in place for you.
We meet most of our clients at the office while we serve others virtually either because of their busy lives or because they live in other states.
Either way we provide the best service, we can even start working on your taxes while you are waiting for other forms and documents to arrive to ensure you can file your taxes on time.
If you are a small business owner call us soon for a consultation to prepare you ahead of time so you can have all the documentation needed in time to file your taxes.
SERVICES FOR ENGLISH / SPANISH TAXES
- Income Tax preparation & E-Filling, (Individual)
- Income Tax preparation & E-Filling (Business)
- Payment Plan Arrangement
- Addendums
- Transcripts
- ITIN Processing- CAA (Certified Acceptance Agent) Remote Applications
DOCUMENTS NEEDED FOR FILING TAXES
Taxpayer and Spouse
- -Social Security card or ITIN
- Driver’s license, state identification, passport, permanent resident card
- W2 or Forms 1099
- Commercial license
- 1098 Mortgage Interest Statement
- Records of gross receipts provided by the taxpayer
- Taxpayer Income Summary
- Records of expenses provided by the taxpayer
- Bank statement reconstruction
- 1098T Education Credit (AOTC)
Proof of place or person of care for your dependent (full name SSN or EIN)
DEPENDENT REQUIREMENTS
Proof of identification
- Birth Certificate
- Social Security Card
Proof of place or person of care for your dependent (full name SSN or EIN)
- If adult dependent, then 2 proof of address
DEPENDENT DOCUMENT OPTIONS
You can choose 3 of the proof of address (with dependent name on them)
- Residence of a qualified child
- School records or statement
- Landlord’s statement or property management
- Healthcare Provider Statement
- Statement of the medical records placement agency
- Declaration of place of worship
- Employer Statement
- Declaration of incapacity of the qualified medical child
- Another statement from the health care provider
- Agency or social services program statement
IMMIGRATION SERVICES
We will guide you through the entire immigration process.
BUSINESS SERVICES
We setup new businesses and manage your payroll.
TRAVEL AGENCY
Travel to Cuba and several international destinations.
TAX SERVICES
We're a tax preparer that is authorized to file your taxes.
NOTARY SERVICES
We are certified notaries with the State of North Carolina.
FORM-FILLING SERVICES
For court documents, State & Federal forms and applications