Our Services for Individuals
Maximum Refund & Tax Savings Guarantee
We prepare and file your personal tax return accurately and in compliance with all applicable tax laws and regulations.
- Personal and Family tax preparation
- IRS audit representation and resolution
- Business Formation
- Certified translation
- Immigration assistance
- Notary and legal form
- Student Orientation
Individual (Personal & Family) Tax Preparation Services
Comprehensive Tax Preparation for Individuals and Families
Omar Financial provides expert tax preparation services tailored to individuals, families, and self-employed individuals. Our goal is to help taxpayers maximize their refunds, minimize tax liabilities, and stay compliant with IRS regulations while ensuring a stress-free tax filing experience.
Who Can Benefit from Our Individual Tax Services?
We serve a wide range of clients, including:
Our Personal Tax Preparation Services Include:
1. Federal and State Tax Return Preparation
We identify all possible tax-saving opportunities, including:
✅ Experienced Tax Professionals – Our team has years of experience handling tax situations for individuals and families.
✅ Maximized Refunds & Tax Savings – We ensure you claim every deduction and credit available.
✅ Personalized Support – We tailor our services to meet your specific tax situation.
✅ Fast & Secure Filing – We use IRS-approved e-filing for speed and accuracy.
✅ Year-Round Support – Unlike seasonal tax preparers, we’re available year-round for tax planning and support.
✅ Affordable Pricing – Transparent pricing with no hidden fees.
Omar Financial provides expert tax preparation services tailored to individuals, families, and self-employed individuals. Our goal is to help taxpayers maximize their refunds, minimize tax liabilities, and stay compliant with IRS regulations while ensuring a stress-free tax filing experience.
Who Can Benefit from Our Individual Tax Services?
We serve a wide range of clients, including:
- Wage earners (W-2 employees)
- Self-employed individuals (1099 workers, freelancers, and independent contractors)
- Gig economy workers (Uber, Lyft, DoorDash, Amazon Flex, etc.)
- Families with children and dependents
- Retirees and Social Security recipients
- Investors with rental properties, stocks, or cryptocurrency
- Students and recent graduates
- Individuals with multiple income sources or state tax filings
Our Personal Tax Preparation Services Include:
1. Federal and State Tax Return Preparation
- Filing both federal and state tax returns accurately and efficiently.
- Preparation for single, married filing jointly, married filing separately, and head of household tax statuses.
- Handling multi-state filings for individuals working in different states.
- Optimizing refunds and reducing tax liabilities through credits and deductions.
We identify all possible tax-saving opportunities, including:
- Earned Income Tax Credit (EITC)
- Child Tax Credit & Additional Child Tax Credit
- Dependent Care Credit
- Education Credits (American Opportunity Credit & Lifetime Learning Credit)
- Retirement Savings Contributions Credit
- Mortgage Interest and Property Tax Deductions
- Charitable Donations & Contributions Deductions
- Medical and Healthcare Expense Deductions
- Home Office Deduction (for eligible remote workers and self-employed individuals)
- Schedule C preparation for small business owners and independent contractors.
- Reporting 1099-NEC, 1099-K, and 1099-MISC income accurately.
- Quarterly estimated tax payments for freelancers and gig workers.
- Business expense deductions, including:
- Home office expenses
- Mileage and vehicle deductions
- Equipment and supplies
- Advertising and marketing costs
- Reporting stock market, cryptocurrency, and real estate investments.
- Schedule D for capital gains and losses.
- Rental income (Schedule E) and depreciation deductions.
- Tax implications of buying and selling property.
- Helping retirees and seniors manage taxes on:
- 401(k), IRA, and pension withdrawals.
- Social Security benefits (determining taxable portions).
- Required Minimum Distributions (RMDs) tax planning.
- Audit support for individuals facing IRS inquiries.
- Assisting with IRS notices, payment plans, and penalty reductions.
- Offer in Compromise (OIC) and Innocent Spouse Relief applications.
- Assisting non-residents and dependents in applying for or renewing Individual Taxpayer Identification Numbers (ITINs).
- Electronic tax filing (E-File) to ensure fast processing and quick refunds.
- Direct deposit options for receiving tax refunds efficiently.
- Filing amendments for errors or missed deductions in past tax returns.
- Preparing unfiled taxes for previous years.
✅ Experienced Tax Professionals – Our team has years of experience handling tax situations for individuals and families.
✅ Maximized Refunds & Tax Savings – We ensure you claim every deduction and credit available.
✅ Personalized Support – We tailor our services to meet your specific tax situation.
✅ Fast & Secure Filing – We use IRS-approved e-filing for speed and accuracy.
✅ Year-Round Support – Unlike seasonal tax preparers, we’re available year-round for tax planning and support.
✅ Affordable Pricing – Transparent pricing with no hidden fees.
