Personal Taxes in U.S.
At JL Consulting Tax, we help you prepare and file your personal tax return in full compliance with IRS and state regulations. Whether you are a resident with an SSN or have an ITIN, we carefully review your situation to ensure you receive the maximum possible refund or pay only what is fair, avoiding errors and penalties.
Who must file taxes?
- Individuals working as employees (receiving a Form W-2).
- Independent workers or contractors (Form 1099-NEC/MISC)
- Individuals with mixed income (employees and independent workers).
- Sole proprietors (Schedule C, Form 1040).
- Residents and non-residents with U.S.-taxable income.
Services included in your tax return:
Returns with SSN or ITIN
- Federal and state tax preparation and filing.
- ITIN application or renewal (Form W-7) for those without an SSN.
- Secure IRS-validated e-filing.
Tax Credit Assessment
We maximize your refund by identifying the credits you are eligible for:
- Child Tax Credit (CTC): credit for qualifying children.
- Earned Income Tax Credit (EITC): credit for earned income.
- American Opportunity and Lifetime Learning Credit: education credits.
- Child and Dependent Care Credit: expenses for dependent care.
- Benefits based on filing status (married, head of household).
Application of Tax Deductions
We analyze all deductions allowed by law to reduce your IRS payment:
- Mortgage interest (Form 1098).
- Medical and health expenses.
- Charitable donations.
- Contributions to retirement plans (IRA, 401k).
- Education or professional training expenses.
- Benefits based on filing status (married, head of household, single).
Review of Past Returns:
- Analysis of up to 3 previous years to identify unclaimed refunds.
- Correction of errors through Form 1040-X (Amended Return).
Most Common Personal Tax Forms:
- Form 1040: Personal income tax return.
- Form W-2: Employee income and withholding.
- Form 1099 (NEC, MISC, INT, DIV, K): Contractor income, dividends, interest, and other income.
- Schedule C: Income and expenses for self-employed individuals.
- Schedule E: Rental and investment income.
- Schedule SE: Self-employment tax calculation.
- Form 8862: Claiming the EITC after a denial.
- Form 8962: Premium tax credit for health coverage (Marketplace).
Benefits of Working with Us
- Fast, IRS-validated e-filing.
- Full compliance with IRS and state authorities.
- Strategies to legally reduce your tax burden.
- Year-round support, not just during tax season.
