
From tax preparation to business and nonprofit formation, we’re here to help. Tell us what you need, and our team will guide you through your next steps.
Book Your Appointment
Choose a time that works for you: by phone or virtual.
Complete Your Tax Intake Form
Tell us about yourself, your family and your income before your visit, so your appointment goes faster.
Gather Your Documents
Use our checklists to bring your ID, Social Security cards, W-2s, 1099s and other records. Bring them in person or upload them securely.
We Prepare and Review Your Return
We prepare your return, walk you through the results in plain English, and answer your questions before anything is filed.
Sign, File and Track Your Refund
Once you approve your return, we e-file it and show you how to track your refund.

We review your income, documents, and life changes to understand your filing needs—whether you’re working a W-2 job, raising a family, self-employed, or earning rental income.
We ask questions and review your information to identify deductions and credits you qualify for, helping you file a complete and accurate return.
We walk you through your prepared return, explain your refund or balance due, and answer your questions before you approve it for filing.
Valid government-issued photo ID for you and your spouse, if filing jointly
Social Security cards or ITIN documentation for everyone on your return
Dates of birth for you, your spouse, and dependents
A copy of your previous year’s tax return, if available
IRS Identity Protection PINs, if issued
Bank routing and account numbers if requesting direct deposit


W-2s from all employers
1099s for contract work, payment platforms, unemployment, retirement, interest, or investments
Social Security benefit statements
Records of other income, including cash payments and side jobs
Real business owners make real money moves. Bring your business records, receipts and mileage logs so we can prepare your return accurately and keep more money in your pocket.
Business income and expense records
Receipts, mileage logs, and business equipment purchase records
Estimated tax payment records


Own a rental property? Your rentals are a business, and your taxes should treat them like one. We help landlords report rental income correctly and claim every expense and deduction they've earned, whether you own one property or several.
Rental income and expenses for each property
Mortgage interest, property taxes, insurance, and repair records
Property purchase, improvement, and prior depreciation records
Childcare expenses and provider information
Education forms and expense records
Marketplace health insurance Form 1095-A
Records supporting other deductions or credits
IRS or state tax notices
We help working individuals and families, self-employed professionals, freelancers, 1099 contractors, gig workers, small business owners, and rental property owners.
Click “Complete My Tax Year 2027 Intake Form” and complete the form. Tell us about your tax preparation needs, and our team will contact you with the next steps.
Common documents include a valid photo ID, Social Security information for everyone on your return, W-2s, 1099s, and a copy of your previous tax return. Depending on your situation, you may also need business income and expense records, rental property records, or childcare and education documents. We’ll help you identify what applies to you.
Yes! We work with contractors, freelancers, gig workers, and other self-employed clients. We’ll review your income and expense records and help you understand what’s needed to prepare your return.
You can still reach out. Let us know what you’re missing or what questions you have, and we’ll help you understand your next steps before your return is prepared.
Your refund or balance due depends on your complete tax situation. We’ll need to review your income, withholding, and other relevant information before providing an accurate calculation.
Our team will review your information and contact you about the next steps, including any additional information or documents needed. Completing the intake form does not mean your tax return has been filed.
Call Income Tax Central at 773-570-7330. We’re happy to answer questions about our services and how to begin.
