Preparation of Individual Tax Documents:
準備個人報稅材料：
1. Personal Information: Names, SSNs and Birthdays of yourself and your spouse and dependents. Your Current Address. Last Year Tax Returns.
      個人資料：個人及家屬姓名、社安號、生日及現址。上年稅表。

2. Income Information: W-2s, 1099s, Business Income and Expenses, K-1, Capital Gains/Loss, IRA/Pension/Annuities Distributions, Unemployment Compensation, SS Benefits, Rental/Royalties/Trust and Other Incomes.
      收入資料：W-2, 1099,  生意收支，K-1,  投資損益，退休賬戶提取，失業金，社安福利及其他。

3. Deductions Information: IRA Contribution, Student Loan Interest, Mortgage Interest, Real Estate/Properties Taxes, Sales Tax, Donations, Un-reimbursed employee expenses, etc.
       抵扣資料：IRA, 學生貸款利息，抵押貸款利息，房地產及財產稅，銷售稅，捐款，未報銷雇員工作費用等。

4. Credit Information: Qualified Tuition and Fee (1098T), Child and Dependent Care (School Name, Address, Tax ID Number), Foreign Tax, and Residential Energy etc.
      抵稅資料：合格學雜費（1098T），照顧小孩材料（包括機構地址及稅號），國外扣稅及住家節省能源抵稅等。

Preparation of Business Tax Documents:
準備公司報稅材料：
1. Company Information: Your company name, EIN, address and business. Names, SSNs and home addresses of shareholders/partners/LLC members.
      公司資料：公司名字、稅號、地址及經營項目，股東及合夥人姓名、社安號 及家庭地址。

2. Financial Statements: Income Statements and Balance Sheets. If there are not Financial Statements, making them for all year is charged $800-$1,200 for general simple ones. Complicated ones will be estimated.
財務報表：損益表和資產負債表。如需代爲編制財務報表，全年收費小型公司為$800-$1,200。中型以上公司價錢另議。