We Do What's Right
About Smart Taxes
At Smart Taxes, we understand the challenges the Hispanic community faces when filing taxes in the United States. We were created to provide clear, accurate information in a system where rules and laws are often unfamiliar.
Our motivation has always been to raise awareness about the importance of complying with government regulations while offering solutions that provide financial peace of mind.
We are a group of certified preparers committed to honesty, transparency, and financial education. We stand out for our personal, approachable service and our ability to offer online consultations in every state, always tailored to each client's circumstances so they can pursue the best possible benefits.
At Smart Taxes, we work with a clear purpose: to give every person confidence that they are in good hands, guiding them with commitment and professionalism so they can meet their tax obligations correctly and without stress.
“Your peace of mind is our specialty. We are your trusted point of contact.”
Includes evaluation and management of options such as:
Service designed for people who prefer clear information and communication in Spanish.
A commitment reflected in the way Smart Taxes supports every person.
Information presented in a simple, organized, and easy-to-understand way.
Consultations tailored to each client's individual circumstances.
Online consultations available in every state.
The requirement to file a federal return depends on factors such as your income, age, filing status, type of income, and whether you are self-employed. Even when you are not required to file, you may need to do so to request a refund of withheld taxes or claim certain tax credits.
The documents vary according to your situation, but you will generally need:
Having all documents before filing helps prevent errors and refund delays.
As a general rule, the IRS recommends keeping the return and supporting documents for at least three years. Certain documents must be kept longer depending on the situation.
Businesses with employees should keep employment tax records for at least four years.
Yes. Some people who need to file a federal return but do not qualify for a Social Security number may apply for an Individual Taxpayer Identification Number, known as an ITIN.
The application or renewal is completed using Form W-7 and must include the corresponding documentation.
It depends on each person's circumstances. The IRS considers factors such as relationship, age, residency, support, income, and whether someone else can claim the same dependent.
Living with someone or supporting that person financially does not automatically mean that the person can be included on your return.
No. An extension generally provides additional time to file the return, but it does not extend the deadline to pay taxes owed.
The taxpayer should estimate and pay the corresponding balance by the regular deadline to reduce possible penalties and interest.
You should file it as soon as possible. Waiting longer may increase penalties and interest when there is an outstanding balance.
Filing missing returns is also usually one of the first steps when requesting a payment plan or another option for resolving tax debt.
Yes. Past-due returns can be prepared using the forms corresponding to each year.
When income documents are missing, it may be necessary to request IRS transcripts or contact the employers and payers that issued the original forms.
Some errors can be corrected by filing an amended return using Form 1040-X.
This form may be used to change income, deductions, credits, filing status, or other information on a previously filed return. The forms and documents supporting the changes should be included.
Do not ignore it. Carefully review the notice number, the tax year involved, the reason for the letter, and the response deadline.
Not every letter means you are being audited. The IRS may send communications to request information, report changes, collect a balance, or verify information.
Even if you cannot pay the full balance, it is important to file all outstanding returns and pay what you can.
Depending on your situation, you may qualify for a payment or resolution option. Each alternative has different requirements and must be evaluated according to the amount owed, your income, expenses, assets, and ability to pay. An evaluation does not guarantee approval.
Self-employed individuals, sole proprietors, partners, and some S corporation shareholders may have to make estimated tax payments during the year.
These payments are used to cover taxes on income that is not subject to withholding, including self-employment income.
An organized bookkeeping system clearly records the business's income, expenses, purchases, sales, payroll, and other transactions.
Invoices, receipts, account statements, and accounting records support reported amounts and help correctly identify possible deductions and tax obligations.
A paid preparer must have a current PTIN, sign the return, and include their preparer number.
Avoid preparers who promise guaranteed refunds, charge a percentage of the refund, ask for the refund to be deposited into their own accounts, or ask you to sign blank forms.
Choose who you would like to contact by phone call or text message.