Jason Marc Altman CPA PA provides the highest-quality individual tax preparation services. Each year we prepare personal income tax returns for our individual and business clients. No tax return is too large for us to handle.
Jason Marc Altman CPA PA is owned and managed by Jason Altman, who has the experience to handle a variety of complex tax matters, including large capital transactions, sale of business or personal property, rental income, and limited partnerships.
Our fees for preparing tax returns are based on the complexity of the tax returns, not on the amount of the refund. Click here
to check your refund status.
Documents Needed for Filing Your Taxes
Your Social Security number (SSN) or taxpayer identification number (ITIN) and SSNs or ITINs for spouse and dependents (if any)
Your birth date and birth date for spouse and dependents (if any)
Income source documents:
W-2 - Wages and salary
W-2G - Gambling winnings
Form 1099-R - Retirement income
Form 1099-INT - Interest
Form 1099-DIV - Dividends
Form 1099-MISC - Miscellaneous income, including self-employment
Form 1099-G - Government payments
Form 1099-SA - MSA or HSA distributions
Form 1099-B - Broker or barter exchanges
Form SSA-1099 - Social Security benefits
Form RRB-1099 - Railroad retirement
Schedule K-1 - Partnership income or loss
Documents that reflect items you might have paid during the year:
Form 1098 - Mortgage interest
Form 1098-E - Student loan interest
Form 1098-T - Tuition
Records and receipts for:
Unreimbursed mileage related to work or volunteering
Contributions to retirement plans
Self-employment income and expenses, including any:
Health-insurance premiums paid
Moving expenses, if you moved for a new job
Expenses for energy-efficient home improvements
Tuition or fees paid for your own, your spouse's, or dependents' education
Retirement account rollovers
Child care and dependent care expenses, including the employer identification number (EIN) or SSN of the care provider
A copy of last year's return
Financial account information to pay any balance due or to receive any refund
Call us today for a FREE initial consultation.
for all your individual tax preparation needs.
Jason Marc Altman CPA PA has been providing exceptional financing services for over 15 years. You can rely on us for all your accounting, elder care, and retirement planning services. We're a licensed and insured CPA.