JMLINCE Tax ServicesBring documents and questions
Good for clients who want help reviewing W-2s, 1099s, IDs, prior-year returns, IRS letters, deductions, or dependent information in person.
In-person tax preparation
Prefer to meet face-to-face? Schedule tax preparation in Hacienda Heights.
JMLINCE offers in-person tax preparation by appointment for clients who prefer direct help with their documents, questions, and filing decisions.
Who in-person service is best for
Online filing works well for many clients, but some situations are easier to handle in person.
Self-employed and business help
Useful when you want to discuss mileage, expenses, QuickBooks reports, business income, or mixed personal and business tax questions.
Local Hacienda Heights appointment
Appointments are scheduled so your return can be handled with focused attention and less waiting.
Online options still available
If you decide not to meet in person, simple returns can use the tax app and business records can use the upload form.
What to bring
Bring anything that may affect your return. If you are unsure, call or text before the appointment.
Personal documents
- Photo ID
- Social Security cards or ITIN letters
- Last year's tax return, if available
Income forms
- W-2 forms
- 1099 forms
- Social Security, retirement, or investment forms
Business records
- Expense summaries
- Mileage logs
- QuickBooks or spreadsheet reports
Prefer to start online instead?
You can still use the secure online path that fits your situation.
Simple returns
Use the Taxestogo app for W-2 employees, retirees, and basic individual returns.
Self-employed / business
Use the upload form for spreadsheets, QuickBooks reports, mileage logs, and expense summaries.