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Individual Tax Preparation
Casa Castillo Inc, has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.
Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.
Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.
ITIN Application
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An Individual Taxpayer Identification Number (ITIN) is a United States tax processing number issued by the Internal Revenue Service for those who need to file a federal tax return but aren't eligible for a Social Security number.
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The ITIN Renewal period began June 2019. If you’re an ITIN holder with middle digits 83, 84, 85, 86 and 87 it’s time to renew your ITIN. Failure to do so may result in processing delays. If you’re filing a tax return in 2020, the deadline to renew your ITIN is December 31, 2019.
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Our Certified Acceptance Agents an verify your supporting documents, which means you only have to send copies to the IRS and can take the originals with you when you leave.
The following list includes the documents you'll need to renew your ITIN:
- Valid Passport
- Birth Certificate and Consular ID or
- Foreign Driver's License
Additional requirements for children under 18
- U.S. Medical Records (under 6 years old)
- U.S. School Records (under 14 or under 18 if they are students)
Additional requirements for dependents age 18 and over
- Rental statement with the applicant’s name and U.S. address or
- Utility bill with the applicant’s name and U.S. address or
- Bank statement with applicant’s name and U.S. address
NO APPOINTMENT NEEDED
Tax Extension
Traditionally, federal tax returns are due on April 15 or the first business day thereafter. However, the IRS does grant you an automatic six-month extension to file your taxes every year, as long as you complete Form 4868. Common reasons for requesting an extension include a lack of organization, unanticipated events or tax planning purposes. Even if you obtain an extension to file, you must still pay your income tax in full by the April deadline.
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Since the federal government will grant you an extension just for the asking, you can take advantage of this additional time to ensure your return is accurate. For example, if you’ve lost the W-2 your employer sent you and are waiting for a duplicate to arrive, you are better off filing the extension and waiting for the W-2. If you just estimate your income, it’s likely you will have to make corrections in the future anyway.
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Even if you intend to file your tax return by the April deadline, sometimes life events interfere with your ability to file. If you have a death or illness in your family or fall victim to a natural disaster, you may be unable to file on time. While the IRS does not need an explanation when you apply for an extension, there is no reason to prepare your tax return in a rush if other issues keep you from focusing on it.
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Sometimes taking the extra time to file your return may be a strategic decision to help you obtain more tax savings. For example, up until 2018, if you convert your traditional IRA into a Roth IRA, you must pay tax on the entire account balance at the time of conversion. However, the IRS allows you to "recharacterize" your Roth IRA back into a traditional IRA at any time before you file your tax return, which allows you to avoid paying tax on the balance. Since this conversion may take some time, a filing extension can eliminate your obligation to pay the tax.Beginning in 2018, recharacterizations are no longer permitted.
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Regardless of when you file your tax return, if you do not pay the tax you owe by the original tax filing deadline, the IRS penalties can be severe. The IRS will charge you one-half percent each month on the amount of tax you still owe after the deadline. If you fail to file a return altogether by the extension date, the IRS penalty increases to 5 percent per month, for a maximum penalty of 25 percent. An easy way to avoid the penalty is to make a tax payment with your debit card before the filing deadline. When you do, this payment method serves as your extension application and you will not have to file Form 4868.
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If you need more time to file, you can easily file your extension with us.
Where is my Refund
One of IRS's most popular online features-gives you information about your federal income tax refund. The tool tracks your refund's progress through 3 stages:
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Return Received
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Refund Approved
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Refund Sent
You get personalized refund information based on the processing of your tax return. The tool provides the refund date as soon as the IRS processes your tax return and approves your refund.
It's Fast! - You can start checking on the status of your return sooner - within 24 hours after we receive your e-filed return or 4 weeks after a mailed paper return.
It's Up-to Date! - It's updated every 24 hours - usually overnight -- so you only need to check once a day. There's no need to call IRS unless Where's My Refund? tells you to do so.
It's Easy! - Have your tax return handy so you can provide your social security number, filing status and the exact whole dollar amount of your refund.
It's Available! - It's available 24 hours a day, 7 days a week.
Find it! - Download the IRS2Go App by visiting the iTunes app store or visit Google Play or
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Where's My Refund? at IRS.gov.
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Refund Approved
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Refund Sent
Caution: Don't count on getting your refund by a certain date to make major purchases or pay other financial obligations. Even though the IRS issued more than 9 out of 10 refunds to taxpayers in less than 21 days, it's possible your tax return may require more review and take longer.
Make a Payment
Pay with your bank account for free, or choose an approved payment processor to pay by credit or debit card for a fee.
Make tax payments using your credit card or debit card
Tax Information FAQ
- Is there an age limit on claiming my child as a dependent?
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To claim your child as your dependent, your child must meet either the qualifying child test or the qualifying relative test:
To meet the qualifying child test, your child must be younger than you and either younger than 19 years old or be a "student" younger than 24 years old as of the end of the calendar year.
There's no age limit if your child is "permanently and totally disabled" or meets the qualifying relative test.
In addition to meeting the qualifying child or qualifying relative test, your child must also meet all of the other tests to be your dependent:
- Dependent taxpayer test
- Citizen or resident test
Additional Information:
I receive a tax refund if I am currently making payments under an installment agreement or payment plan for another federal tax period?
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No, one of the conditions of your installment agreement is that the IRS will automatically apply any refund due to you against taxes you owe. Because your refund isn't applied toward your regular monthly payment, continue making your installment agreement payments as scheduled.
Do I need an ITIN?
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Does the following apply to you?
1.- You do not have an SSN and are not eligible to obtain one, and
2.- You have a requirement to furnish a federal tax identification number or file a federal tax return, and
3.- You are in one of the following categories.
- Nonresident alien who is required to file a U.S. tax return
- U.S. resident alien who is (based on days present in the United States) filing a U.S. tax return
- Dependent or spouse of a U.S. citizen/resident alien
- Dependent or spouse of a nonresident alien visa holder
- Nonresident alien claiming a tax treaty benefit
- Nonresident alien student, professor or researcher filing a U.S. tax return or claiming an exception
If so, then you must apply for an ITIN.