We love What we do
Count on us to be there for you every step of the way with personable and professional service so you always have the right coverage for you insurance needs.
We guarantee that your request will be handled by an expert that is well-versed in the terminology of your field.
We are highly qualified to prepare personal and business tax returns for all fifty states.
At Casa Castillo, your convenience comes first. That’s why we offer several options to file your taxes with our specialized agents:
– In person: direct and personalized attention from an expert.
– Online: file from anywhere with secure virtual assistance.
– By phone: quick and practical guidance without leaving home.
– Scheduled appointment: choose the time that best fits your schedule.
Passport, driver’s license, or state-issued ID card. If you are a foreign resident or nonresident, you may also need your ITIN (Individual Taxpayer Identification Number).
Required for you, your spouse, and any dependents you claim.
– W-2 forms (employees)
– 1099 forms (independent contractors, interest, dividends, etc.)
– Records of cash or self-employment income
– Medical, education, or housing expenses
– Mortgage interest statements (Form 1098)
– Childcare or dependent care expenses
– Charitable donations receipts
The IRS determines filing requirements based on your marital status (single, married, head of household) and age. Income thresholds vary depending on whether you are under or over 65.
– Generally, if your gross income exceeds the IRS annual threshold, you must file. You must also file if you earned more than $400 in net self-employment income.
– Other Helpful Documents
– Bank account information for direct deposit of refunds
– Last year’s tax return (for reference)
– IRS letters about tax credits or advance payments
Practical Steps for In-Person Filing
– Gather all documents before your appointment.
– Schedule an appointment at an IRS Taxpayer Assistance Center, with an authorized preparer, or through free programs like VITA (Volunteer Income Tax Assistance).
– Check your filing requirement using the IRS Interactive Tax Assistant.
– File your return on paper or with the help of a preparer, signing physically.
Would you like me to create a bilingual checklist (Spanish/English) formatted for printing, so you can bring it to your appointment and make sure nothing is missing? That way you’d have a professional, client-ready tool for Casa Castillo.
– Bank account information for direct deposit of refunds
– Last year’s tax return (for reference)
– IRS letters about tax credits or advance payments
Ogden, UT
Excellent attention from all the staff. You can feel the calm of working with people who have a lot of experience in what they do.
Layton,UT
Everbody was so friendly and professional my wife and I were treated like family. Thank you to all that helped us peace out.
Ogden, UT
The fastest tax return yet! I’ve been going to you for years. I won’t go anywhere else. Best place in Northern Utah.
Casa Castillo Insurance provides you with insurance with extensive coverage and at a fair price, we work with recognized insurance companies such as Allstate, Safeco, Travelers, Progressive, State Auto, Nationwide, Metlife, Falcon Gainsco, Sun Coast, etc. that provide you with maximum protection in any environment. Remember and always keep in mind it is better to have it and not use it than to need it and not have it.
We are a team formed and willing to cover the needs in any area that our client requires, we range from personal, business or commercial services, that is why Casa Castillo always in the vanguard with our clients making the solutions to their needs a solved reality. Meet our Casa Castillo professionals.
We guarantee that your request will be handled by an expert that is well-versed in the terminology of your field.
Count on us to be there for you every step of the way with personable and professional service so you always have the right coverage for you insurance needs.
We are highly qualified to prepare personal and business tax returns for all fifty states.
We love What we do
Count on us to be there for you every step of the way with personable and professional service so you always have the right coverage for you insurance needs.
We guarantee that your request will be handled by an expert that is well-versed in the terminology of your field.
We are highly qualified to prepare personal and business tax returns for all fifty states.
