Appointment Confirmed

Required Documents:

• A valid passport. If unavailable, you may present your birth certificate along with a photo ID.
• Income forms, such as W2, 1099 NEC, and others (if applicable).

For dependents:

• A valid passport or original birth certificate.
• A photo ID.
• A letter from the school or pediatrician (medical or vaccination record).

Required Documents:

• Personal identification (ID).
• Social Security card (SSN) or ITIN Number.
• Relevant tax forms: W2, 1099 NEC/MISC, 1098 Mortgage, 1095A Marketplace, and others.
• If you don’t have tax forms, prepare a detailed list of your yearly income.
• If filing jointly with a spouse, ensure all forms are included for both parties if your spouse is employed.

If filing separately, provide the following:

• Your spouse’s Social Security or ITIN Number.
• Your spouse’s date of birth.

For dependents:

• Dependent’s ID or birth certificate.
• Dependent’s SSN or ITIN.
• School or medical records for the dependent.

Note: If you are a new client, we recommend bringing your previous year’s tax return.

Required Documents:

• General business information:
• Updated Profit and Loss Statement and Balance Sheet.
• Identification of business partners (ID, SSN/ITIN, current address).
• EIN assigned by the IRS.
• Ownership percentages of each partner (if applicable).
• Personal information.
• A list of payments made to workers (employees or subcontractors).

If you don’t have accounting services, provide:

• An annual summary of income and expenses.

For employees or subcontractors:

• Names, addresses, and amounts reported on 1099 NEC forms.
• Annual payroll summary.

If we manage your company’s accounting, we already have all the necessary information. However, it is important to contact our accounting department (703) 386-4844 to confirm and coordinate additional details.

Required Documents:

• Personal identification for the business owners/partners.
• Ownership percentages for each partner.
• Social Security card (SSN) or ITIN Number for the partners.
• Three proposed names for the business.
• Business address and contact phone number.

Required Documents:

• IRS letter with the company’s EIN.
• Business address, email, and phone number.
• Owners’ identification.
• Online banking access (username and password).
• Type of company.

Note: If you registered the company with us, we already have the necessary data.

Required Documents:

General business information:

• Updated Profit and Loss Statement and Balance Sheet.
• Identification of business partners (ID, SSN/ITIN, current address).
• EIN assigned by the IRS.
• Ownership percentages of each partner (if applicable).
• Personal information.
• A list of payments made to workers (employees or subcontractors).

If you don’t have accounting services, provide:

• An annual summary of income and expenses.

For employees or subcontractors:

• Names, addresses, and amounts reported on 1099 NEC forms.
• Annual payroll summary.

If we manage your company’s accounting, we already have all the necessary information. However, it is important to contact our accounting department (703) 386-4844 to confirm and coordinate additional details.

Required Documents:

Owner’s information:

• Personal identification (ID, SSN/ITIN, address).
• IRS letter with the company’s EIN.
• Business bank account and routing number.
• State number (if operating in Virginia, Maryland, or DC).
• Previous payroll summary (if applicable).

Employee information:

• Personal identification (ID, W4 form).
• Preferred payment method (check or direct deposit).
• Payment schedule (weekly, biweekly, or monthly).
• Hourly rate or salary details.

Required Documents:

Travel Authorization for Minors:

• Parent or guardian authorizing the travel.
• Minor’s information.
• Information about the accompanying person.
• Dates of departure, return, and travel destination.

Recommendation Letter:

• Information about the recommender and the recommended person.

Power of Attorney for Managing Bank Accounts Abroad:

• Specific details regarding the requested power of attorney.

Note: For divorce proceedings, confirm if they apply to Fairfax County.

Required Documents:

• The documents that need to be translated.

Required Documents:

• IRS letters received (if any).
• Personal identification (ID).
• Proof of payments.
• Availability for the call, as assistance can take between 30 minutes and several hours.