Tax Preparation | Seguros Unidos

Book your tax appointment

Your full name

Enter your name.

Phone

Enter a phone number so we can reach you.

Enter a valid email.

Filing status

How many dependents do you have?

Is this your first time with us?

What types of income did you have this year?

W-2 (employee) 1099 (contractor) Own business Other

Anything else we should know? (optional)

Important: do not send Social Security numbers, ITINs, or documents through this form. Bring those to your appointment, or I will tell you how to deliver them securely.

Document checklist for your appointment

Bring these and your return gets done right the first time:

Photo ID (yours and your spouse's)
Social Security or ITIN cards for everyone on the return
W-2 forms from all your jobs
1099 forms (contractor, interest, unemployment)
Form 1095-A if you had Marketplace insurance (Obamacare)
Business expenses if you're self-employed
Bank account info for your direct deposit
Last year's return (if you're a new client)

IRS-certified. Zully Gonzalez is authorized by the IRS as an Electronic Return Originator to e-file tax returns. Verify her in the official IRS directory ↗

Had Obamacare? Don't forget your Form 1095-A. It arrives by mail in January and is required for your return. If you can't find it, I can help you recover it.

Your taxes, done with care

Book your tax appointment