Tax Preparation Assistance
At Romar Insurance, we understand that our clients' financial wellbeing extends beyond insurance coverage. That's why we also offer tax filing guidance and preparation assistance — helping California families and small business owners navigate tax season with confidence.
Who We Help
👨👩👧 Families
Individual and family federal and state tax returns. We help maximize your deductions and credits.
🏢 Small Businesses
Business tax returns, self-employment taxes, and quarterly estimated payments for small business owners.
🔧 Self-Employed & Contractors
Schedule C, 1099 income, home office deductions, and business expense tracking guidance.
🇲🇽 Cross-Border Filers
Guidance for clients with income or assets in both the U.S. and Mexico — bilingual assistance available.
Documents to Bring
| Document Type | Who Needs It |
|---|---|
| W-2 Forms | All employees |
| 1099 Forms | Freelancers, contractors, self-employed |
| Prior Year Tax Return | All filers (recommended) |
| Social Security or ITIN Numbers | All filers and dependents |
| Proof of Health Insurance | All filers (1095 form) |
| Business Income & Expense Records | Self-employed and business owners |
Bilingual Service Available
All of our tax preparation services are available in both English and Spanish. Our goal is to make sure you fully understand your return and feel confident about your filing.