Contact Us

We know that the financial situations for each business, family or individual are unique. Use our form to tell us more about your needs and concerns. We will contact you back in order to satisfy your questions.

The-Tax-Advisors.com

1919 Southwest 124th Place, Miami, Florida 33175, United States

(239) 265-5769 cesar.balladares.tax@gmail.com

Appointments

Our virtual system makes every step simple and convenient:

Schedule your Zoom appointment at a time that works best for you.

Hablamos Español

Documents that we need:

For personal Taxes ( For everybody in the return)

SS or ITIN number
Full names
Date of Birth
Driver license or ID copy
Phones and email
Profession
W2 and 1099s
Identity Protection personal Number (IP PIN)
Copy of last year return 1040
Form 1095-A Obamacare
Unemployment income 1099-G
Interest 1099-INT
Charitable contribution records
IRA and ROTH IRA contributions
For Children

-School records

-Medical records

-Childcare records

If you will receive refund:

-Type of account (Check or Saving)

-Bank Account Number

-Bank Account Router

For Students

Form 1098T Student Tuition Statement
Form 1098-E Student Loans
Students Expenses records
Florida Prepaid 1099-Q

For Business

IRS CP 575- G Notice - EIN Letter
Business operating Agreement
Copy of last year Return 1120, 1120 S or 1065
Information about business
Information about partners
Information about basis
Information about depreciable assets
Income records
Expenses Records
Advance Market premiums
Profit & lost Statement
Balance sheet
NOL Schedule

Business-Related Income Expenses

Form 1099-K
From 1099-NEC
Form K-1
Records of Estimate Tax Payments
Payroll expenses
Officers' expenses
Insurance and Health Expenses
Rental income and expenses
Advertising
Business Insurance
Uniforms
Tools
Fees for Professional services
Office expenses
Supplies expenses
Phone, computer and Internet expenses
Transportation and travel expenses
Automobile information
Automobile expenses
Gas, parking and tolls
Business mileage

For Retired

Social security Income SSA-1099
IRA distribution form 1099-R
IRA Contributions form 5498

For ITIN

Original Passport
Visa Information
I-94 Information (Last 3 years of travel)
City of Birth
State of Birth
Country of Birth
Wife name and SS or ITIN number
School records (for children)

For Immigration

For Aplicantes:

Nombre
Fecha de nacimiento
Ciudad, Provincia y país donde Nació
Licencia de conducir
Pasaporte
Partida de nacimiento traducida al ingles
Permiso de trabajo o Residencia
Cuenta de USCIS si la tiene
Alien Number
I-94 (Informacion de viaje de los ultimos 5 años)
Dirección actual y de los 5 años anteriores (Fechas)
Trabajo actual y de los 5 años anteriores

-Fechas

-Dirección

-Positión

Telefono
Email
Información de conyuque e hijos
Informacion de padres

-Nombre

-Drirección

-Ciudad y país donde nacieron

Si la peticion es por matrimonio

-Acta de matrimonio (traducida al ingles)

-Acta de divorcios anteriores (traducida al ingles)

-Fotos de la boda

-Fotos de pareja

-Bills, Assets y seguros.

Photo 2" x2"

For Sponsor:

Carta de Banco
Carta de Trabajo
Lista y valor de bienes
W2
Income Tax return de los ultiom 3 años
Carta indicando ¿Como va a mantener al beneficiario?
Fotocopia de Residencia o ciudadanía

For Investors

IRA contributions 5498
Interest 1099-Int
Dividends 1099-Div
Self-Employment 1099-NEC
Schedules K-1
Record on Stocks and Investments

For Open a Business in Florida

Information about business
Information about partners
Titles of Officers
SunBiz Information (If exist)
IRS information (If exist)

For LLC Report in Florida

Information about business
SunBiz Information (If exist)

For Worker Compensation Exemption

Applicant Information
Applicant Driving License
Information about corporation
Applicant must attest a minimum 10 percent ownership
Applicant must be an officer of the corporation
SunBiz Information (If exist)

For Insurance and Annuities:

For Applicant

Name
Address
Date of Birth
Marital Status
Gender
Driving License
Email
Phone
SSN/ITIN
Health Illness
Employer
Occupation
Employer Address
Annual income
Copy of existing products or policies

For Beneficiaries

Primary Beneficiary name
SSN/ITIN
Date of Birth
Relationship
%

Annuities Information

Source of funds
Company name
Plan type (401K, IRA, etc.)
Fund fee % or Surrender Value
Amount to transfer
Liquid Assets (Cash, CDs, Stocks, IRA over 59 1/2, etc.)
Non liquid Assets ( Real State, IRA under 59 1/2. etc.)

Para Seguros y Anualidades:

Para Applicante

Nombre
Dirección
Fecha de nacimiento (mes, dia, año)
Estado civil
Género
Carnet de conducir
Correo electrónico
Teléfono
Número de Seguro Social/ITIN
Salud Enfermedad
Empleador
Ocupación
Dirección del empleador
Copia de productos o pólizas existentes

Para Beneficiario

Nombre del beneficiario principal
Número de Seguro Social/ITIN
Fecha de nacimiento
Relación
%

Informacion para Anualidades

Origen de los fondos
Nombre de la empresa
Tipo de plan (401K, IRA, etc.)
% de comisión del fondo o valor de retiro
Importe a transferir
Activos líquidos (efectivo, certificados de depósito, acciones, IRA para edad de más 59 1/2, etc.)
Activos no líquidos (bienes raíces, IRA para edad de menos 59 1/2. etc.)