Free Financial Risk Analysis

Golden Eagle Tax & Financial Services, Logo
(760) 546-9088


Your Tax Preparation Professionals

Golden Eagle Tax & Financial Services specializes in providing personal, business, estate, and trust tax preparation services for individuals and small business owners. To ensure the highest level of service, our staff keeps up with the latest tax codes and laws by attending continuation classes. Based in the San Diego, California, area, we offer nationwide service to file online.


Tax Preparation

At Golden Eagle Tax & Financial Services, we have a no money out of pocket option for those who qualify. You may also be able to borrow a portion of your tax refund today. We can also help you all year long. If you need to file an extension we can help with that too. Call us today to schedule an appointment.

Auditing

If you find yourself being audited, call us! We are available year-round to help with that often difficult process. Come to us, and we can help with tax amendments and answer any questions you or the IRS may have.

Couple Getting Tax Help


Preparing for Your Tax Filing

To help maximize your refund, we recommend that you compile everything needed for your filing. This includes records such as:

• W-2 Forms
• All 1099 Forms
• Profit & Loss Statements for Business Owners
• All Itemized Deductions (Charitable Donations, Home Loans, Etc.)
• Personal Information (Including Social Security Number, Spouse's Information, and Dependents' Information)
• Child Support Information
• Unemployment (1099-G)
• Pension & Annuity Information
• 1099-R (Money Withdrawn From a Qualified Retirement Plan Such As a Pension, Annuity, IRA, or Profit-Sharing Plan)
• Interest Income (1099-INT)
• Dividend Income (1099-DIV)

• All Out-of-Pocket Medical Expenses
• A Record of Estimated Tax Payments
• 1099-S for Any Royalty Income
• Rental Payments
• Rental Expenses
• Child Care Expenses
• 1098-T (Educational Expenses)
• 1098-E for Student Loan Information
• Out-of-Pocket Job Hunting & Job Expenses (Uniforms, Etc.)
• Vehicle License Fees Paid
• Schedule K-1 (Used to Report Your Share of a Partnership's Income)
• Trust Income
• Social Security Income (1099-SSA)