Tax Preparation for Individuals & Small Businesses
Tax filing should feel clear, organized, and manageable. At Marquez Income Tax, we help individuals, families, and business owners prepare accurate federal and California tax returns, understand available deductions and credits, and plan ahead with confidence.
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Personalized federal and state income tax preparation for individuals and families, including common income sources, deductions, and tax credits.
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Tax preparation for independent contractors, freelancers, and sole proprietors, including business income, deductible expenses, and Schedule C reporting.
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Tax return preparation support for eligible small businesses, with an emphasis on organized financial records and applicable filing requirements.
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Help understanding tax notices, gathering supporting documents, and identifying appropriate next steps. Representation services, when needed, depend on practitioner authorization.
What to Bring to Your Tax Appointment
Government-issued photo ID and Social Security or ITIN information for everyone included on the return.
Income forms such as W-2, 1099, and applicable business income records
Prior-year tax return, if available, plus relevant deductions, credits, and expense documentation.
IRS or California tax correspondence, if applicable.