"Worry Free" Taxes, Bookkeeping & Financial Services. 281-807-1198
Here is How
- File electronically.
- This gets tax returns to the IRS faster than by mail, and helps the IRS process it faster since IRS workers don't have to spend time transcribing the information on the return into its computer system.
- Elect direct deposit of your refund.
- By choosing on your tax return to have your refund sent electronically to your bank account, you further speed your refund-by saving the time involved in having the IRS process and mail a paper check, as well as the time the check spends in the mail traveling to you. You'll also avoid the risk that your refund check will be lost in the mail-which happens to about 100,000 taxpayers annually and the risk that a wrongdoer will steal your check.
- File as early as possible.
- To get your refund as soon as possible, file your 2020 tax return as early in 2021 as possible. This will probably be January 25, 2021.
Firm Profile:
Néstor A. Bello has nearly thirty seven years of experience in the private industry as well working in his own practice since 1990. Mr. Bello is an Enrolled Agent (EA) , which is a designation at the Federal Level and is considered a tax expert.
Néstor has extensive experience in bookkeeping, tax services, IRS auditing and financial consulting that he uses to help his clients achieve the financial goals for their businesses and their personal lives as well.
His main objective is to minimize the Tax Burden that has been placed on the small to medium sized business owners by the complicated tax system of the IRS.
This is accomplished by working with the client in a very proactive way to ensure they are taking full advantage of the tax laws to their favor. He acts very much like a Chief Financial Officer (CFO) for each of his clients and advises them on how to operate their business in an efficient manner.
Nestor has been a guest on the local television Channel 45 as a Tax Expert for many years, especially during the tax season.
You are important to Us!
As Tax professionals, We work with businesses and individuals in the Harris County Area and as far away as California and Oregon. We offer friendly, personalized tax service by taking a real interest in our clients. Because to us, it’s more than just a numbers game…
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Review the following checklist before you come to see us:
- Any letters from the IRS.
- Drivers license and Social Security cards for taxpayer and spouse.
- Social Security cards and dates of birth for all dependents as well as taxpayer and spouse, if available.
- W-2's
- Prior year tax return (Only if a new SBA-TAXES customer)
- Forms 1099-NEC. Independent Contractor income.
- All 1099-INT, 1099-DIV, 1099-B, 1099-PATR statements.
- Unemployment compensation Form 1098-G (this may vary by state) Bring in whatever form the state uses to report unemployment compensation benefits.
- SS-5 Social Security Benefits Statement.
- Mortgage interest statement.
- Real Estate Tax and Personal Property Tax Statements.
- Income and Expenses from a business you own.
- Basis of stocks sold
- Form 8832 or Divorce decree for non-custodial parent claiming a dependent child.
- Schedule K-1 from partnership, s-corporation, or a trust.
- Rent income and expenses for rental units.
- Estimated tax payment amounts.
- Alimony paid and received.
- 1099-R - Pension and Annuity income.
- If part-year resident from any state, we'll need the dates you moved into the state and the dates in other states if we are going to prepare the other state returns.
- Royalty amounts.
- Housing allowance amounts for ministers.
- Stock Appreciation Rights (stock options).
- Medical, business, and charitable mileage.
- Any form that says "Do not throw away, Tax Document".