Individual Tax Preparation

Casa Castillo Inc, has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.
Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges. Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

What Do I Need To File My Taxes?

Personal Information
Tax Identification Numbers are mandatory items on your tax prep checklist. All taxpayers will need the following information

• Your social security number or ITIN Number
• Your spouse's full name and social security            number or ITIN Number



Dependent(s) Information
Parents and caregivers should gather this information as they review what they need to file their taxes

• Dates of birth and SSN or ITIN Numbers
• Childcare records (including the provider's tax      ID number) if applicable
• Income of other adults in your home
• Form 8332 showing that the child’s custodial          parent is releasing their right to claim a child          to you, the noncustodial parent (if applicable)



Sources of Income
Many of these forms won't apply every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity

• Employed: Forms W-2
• Unemployed: Unemployment, state tax refund     (1099-G)



Retirement Income

• Pension/IRA/annuity income (1099-R)
• Traditional IRA basis (i.e., amounts you          contributed to the IRA that were already taxed)
• Social security/RRB income (1099-SSA, RRB-           1099)



Savings & Investments or Dividends

• Interest, dividend income (1099-INT, 1099-OID,     1099-DIV)
• Income from sales of stock or other property       (1099-B, 1099-S)
• Health Savings Account and long-term care            reimbursements (1099-SA or 1099-LTC)
• Expenses related to your investments
• Record of estimated tax payments made (Form     1040–ES)
• Transactions involving cryptocurrency (Virtual       currency)



Other Income & Losses

• Gambling income (W-2G or records showing            income, as well as expense records)
• Jury duty records
• Hobby income and expenses
• Prizes and awards
• Trusts
• Royalty Income 1099–Misc
• Any other 1099s received
• Record of alimony paid/received with ex-              spouse’s name and SSN