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Have questions or need assistance? Contact us today, and our team will get back to you as soon as possible!

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Please bring the following documents, if applicable:

Personal Information

* Valid photo ID

* Social Security card or ITIN for yourself, spouse, and dependents

* Dates of birth for all dependents

Income Documents

* W-2 forms

* 1099 forms (NEC, MISC, INT, DIV, K, etc.)

* Self-employment income and expense records (if any)

Tax Documents

* Last year’s tax return (if available)

* IRS letters or notices (if any)

Frequently Asked Questions

Explore Our Common Queries and Solutions

What services does FYI offer?

FYI provides comprehensive services including tax preparation, ITIN applications and renewals, payroll, bookkeeping, business advisory, notary services, and insurance solutions such as auto, workers’ compensation, general liability, and home insurance.

What are your business hours?

Our regular business hours are:

Monday – Friday: 9:00 AM – 6:30 PM
Saturday: 10:00 AM- 4:00 PM
Sunday: Closed

Hours may be extended during tax season.

What documents do I need to prepare my taxes?

Required documents vary based on your situation, but commonly include:

Photo ID

Social Security Number or ITIN

W-2s, 1099s, or income statements

Previous year tax return (if available)

We will guide you through any additional documentation needed.

How can I contact FYI?

You can contact us through our website, by phone, or by scheduling an appointment online. Our team will be happy to assist you.

What documents do you need to prepare my business tax return?

Personal Documents:

Valid government-issued ID (ID or passport)

Social Security Number or ITIN

Bank account information (for direct deposit, if applicable)

Income:

W-2 forms (if employed)

1099 forms (NEC, MISC, INT, DIV, etc.)

Additional income (rental income, interest, other sources)

Business / S Corporation:

Business financial statements (Profit & Loss and Balance Sheet)

Business expenses (receipts, payments, payroll, etc.)

1099 forms issued to contractors (if applicable)

K-1 (if already issued or for preparation)

Business asset information (vehicles, equipment, properties)

Other Documents (if applicable):

Medical expenses

Mortgage interest (Form 1098)

Taxes paid

Charitable donations

Education expenses

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