CTS PERSONAL PLANNING & CONSULTING
EXPERTISE YOU CAN TRUST. "WE KNOW TAXES!"
Every Dollar You Deserve... Each year, thousands of Americans trust us to prepare their taxes and get the biggest refund allowable. So you can too! We are here 6 days a week dedicated to providing you with the most support possible. CapTax Professionals relentlessly focus on making sure you profit from every deduction and credit available. They ask the right questions so you get the biggest tax refund allowed.
We Are Prepared... Our CapTax Professionals complete millions of hours of training each year and are required to take continuing education hours every year. We can explain IRS rules so you understand them and we have specialists who handle nearly every kind of tax situation.
Don’t have time to wait?
Drop off your tax documents and we’ll prepare your taxes while you spend your time the way you prefer.
How It Works:
Download, print and complete the Document Checklist form.
Gather your tax documents such as W-2s, 1099s, mortgage statements, etc.
Drop everything off at a CapTax tax office (or mail it using USPS Priority® Mail Flat rate service)
Your Tax Professional will contact you to follow up in 24/48hrs upon receipt of your documents. When we’re finished, you can come to the office to review and sign your return or you can approve your return online thru our fillable PDF option — whichever’s easiest for you. To get going, please visit your nearest CapTax office.
ITIN Services Pay Nothing Out Of Pocket
Pay fees from your refund with our Federal Refund Anticipation Check inquire with a CapTax agent today.
If you earn money in the United States but you don’t qualify for a Social Security Number, CapTax can help you apply for an Individual Taxpayer Identification Number (also known as an ITIN, PIN, Tax ID or Taxpayer ID) and file any and all pending tax returns.
Plus, an ITIN application is as low as $20 when we prepare your U.S. federal income tax return. To get started, visit an CapTax office today.
Why You Need An ITIN...
It serves as your identification number for filing your federal taxes.
It allows you to get a refund from your income withheld by the IRS, if you qualify.
It allows you to file your taxes and claim dependents you support in the U.S., Mexico or Canada.
With an ITIN you may be able to open a bank account or apply for a mortgage loan.
What You Need To Apply For An ITIN
A complete IRS Form W-7
A U.S. federal income tax return
Your Passport and 2 of the following documents: (including at least one identification with photo and one identification from your country):
National Identification Document (this must be current, and include name, photo, address, date of birth, and expiration date)
U.S. driver’s license
Birth Certificate (required for a dependent unless a passport is being submitted)
Voter registration from your country
U.S. Citizenship and Immigration Services photo I.D.
Medical (for dependents only)
School records (for dependents and/or students only)
Certified Acceptance Agent (CAA) Service – Available January 1, 2014
“When it comes to your tax return, you never have to settle for less, we commit to the extra mile, so you can GET The MAX@CapTax!”
Apply for an ITIN and keep your original documents. With this service, you can apply for an ITIN and have one our Certified Acceptance Agents verify your supporting documents at one of our participating offices. The benefit to you is that you can keep the supporting documentation, and our CAA will submit copies of these documents, along with your ITIN application, to the IRS for you. Fee for this service starts as little as $10.
Applying for an ITIN for you, your spouse, and your dependents, can be completed when you prepare your tax return with us, so visit an CapTax office today.
a) 22 Results vary. All tax situations are different. Fees apply if you have us file a corrected or amended return. The IRS allows taxpayers to amend returns from the previous three tax years to claim additional refunds to which they are entitled. Applies to individual tax returns only. At participating offices, Price for Federal 1040EZ may vary at certain locations. See local office for pricing.
b) 23Type of federal return filed is based on taxpayer’s personal situation and IRS rules/regulations. Form 1040EZ is generally used by single/married taxpayers with taxable income under $100,000, no dependents, no itemized deductions, and certain types of income (including wages, salaries, tips, taxable scholarships or fellowship grants, and unemployment compensation). Additional fees apply with Earned Income Credit and you file any other returns such as city or local income tax returns, or if you select other products and services such as a Refund Anticipation Check.
Available at participating U.S. locations.
c) 24If CapTax makes an error on your return; we’ll pay resulting penalties and interest.
d) 25If you discover a CapTax error on your return that entitles you to a larger refund (or smaller tax liability), we’ll refund the tax prep fee for that return. Refund claims must be made during the calendar year in which the return was prepared.
e) 26By authorizing CapTax to e-file your tax return or by taking possession of the completed return to paper file, you are accepting the return and are obligated to pay all applicable fees when due.
f) 27CapTax will explain the position taken by the IRS or other taxing authority and assist you in preparing an audit response. Does not include Audit Representation.
g) 28CapTax provides tax advice only through CapTax Advantage Service Plan, Audit Assistance and Audit Representation. Consult your own attorney for legal advice. Power of Attorney required. Void where prohibited. Conditions apply. See Protection Plus+ Audit Terms for details.
h) 29CapTax does not provide immigration services. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does not change your immigration status. You are required to meet government requirements to receive your ITIN. Additional fees and restrictions may apply.
i) 30If the ITIN is for a dependent, the documentation provided must prove that the dependent is a U.S. National or a resident in the United States, Mexico or Canada. Dependents must meet all the other tests for qualifying child or qualifying relative.
j) 31Supporting Identification Documents must be original or copies certified by the issuing agency. Original supporting documentation for dependents must be included in the application.
k) 32Results vary. All tax situations are different. Fees apply if you have us file a corrected or amended return. The IRS allows taxpayers to amend returns from the previous three tax years to claim additional refunds to which they are entitled. Applies to individual tax returns only. At participating offices.
l) 33Results vary. All tax situations are different. Fees apply if you have us file a corrected or amended return. The IRS allows taxpayers to amend returns from the previous three tax years to claim additional refunds to which they are entitled. Applies to individual tax returns only. At participating offices.
m) 34Audit services only available at participating offices.
n) 35Comparison based on paper check mailed from the IRS.
o) 36A Letter of Engagement is required for all Audit Support. Audit Support constitutes tax advice only. Consult your own attorney for legal advice. Additional fees and conditions apply. At participating offices. Power of Attorney required for Audit Representation.