GET THE MAXIMUM TAX REFUND!
WE HAVE A TEAM OF PROFESSIONALS READY TO ADVISE YOU ON THE CORRECT PREPARATION OF YOUR TAXES.
DOWNLOAD THE LIST OF DOCUMENTS TO PREPARE THE TAX RETURN
Make an appointment
Learn more about the difference an experienced tax professional can make.
Drop off documents
Drop your documents at our local office with or without appointment.
When you work with My Financial Solutions USA, you are choosing a family that will help you get the best tax refund and at the same time guide you to achieve your financial goals.
My Financial Solutions USA is located in Union City, NJ, and has vast experience helping locals through the years with their needs.
Call us and make your appointment today! You also can stop by anytime.
Tax Payer ID (ITIN)
Year Round Assistance
Notary Services
Business Tax
Spanish Language
Tax Audit Support
Your tax return says more about you or your business than you can imagine.
Your tax return is your financial letter of introduction. The correct preparation of your taxes is the beginning for the achievement of such important goals in life as the purchase of a home, financial aid for education, financing for your business and even for the legalization of immigration status.
¿Hablas español?
Tenemos un equipo bilingüe que te ayudará de la mejor manera de completar tus Taxes.
Call us to make your appointment.
LEARN MORE ABOUT THE DIFFERENCE AN EXPERIENCED TAX PROFESSIONAL CAN MAKE!
Check status of your returns
IRS Refund Status
The IRS issues most refunds in less than 21 days, although some require additional time.
NJ Refund Status
Check the Status of Your New Jersey Income Tax Refund.
NY Refund Status
NY Income Tax Refund Status.
Calculator
A simple tool to help you easily estimate your tax refund.
Get your Tax Record
You can get various Form 1040-series transcript types online or by mail.
IMPORTANT NUMBERS FOR TAX SEASON
DATES TO KEEP IN MIND
January 16, 2024
It is the last day for taxpayers to make a payment of their estimated tax for 2023 if you did not pay your income tax for the year by withholding (or did not pay enough tax that way). Use Form 1040-ES. This is the final payment date for estimated tax payments for 2023.
Juanuary 31, 2024
If you did not pay your last installment of estimated taxes by January 17, you may elect (but are not required) to file your 2023 income tax return (Form 1040 or Form 1040-SR) by January 31. File your return and pay all taxes due by January 31 to avoid any penalties for late payment of the last installment.
February 10, 2024
Tipped employees who received a tip of $20 or more during January must report it to their employer. You can use Form 4070.
February 15, 2024
If you claimed exemption from 2022 income tax withholding on the Form W-4 you gave your employer, you must file a new Form W-4 before this date to continue your exemption for another year.
March 1, 2024
• (Farmers and fishermen)
File your 2022 income tax return (Form 1040 or Form 1040-SR) and pay all taxes due. However, you have until April 18 to file if you paid your estimated 2022 taxes by January 17, 2023.
March 10, 2024
If you are an employee who received $20 or more in tips during February, you must report it to your employer. You can use Form 4070.
April 1, 2024
Individuals born in 1950 or earlier with funds in their retirement plans and individual retirement arrangements must take their first RMD by April 1, 2024 and second RMD by December 31, 2024 and each year thereafter.
April 10, 2024
If you received $20 or more in tips during March, you must report it to the employer.You can use Form 4070.
April 15, 2024
Day to file a 2023 Form 1040 or Form 1040-SR and pay any tax due. Also, if you want an automatic 6-month extension of time to file your return, file Form 4868 and pay what you estimate you owe in taxes to avoid penalties and interest. Then file Form 1040 or Form 1040-SR by October 15.
May 10, 2024
If you received $20 or more in tips during April, report it to your employer. You can use Form 4070.
June 12, 2024
If you received $20 or more in tips during May, report it to your employer. You may use Form 4070.
April 15, 2024
If you are a U.S. citizen or a resident living and working (or on military duty) outside the United States and Puerto Rico, you have until this date to file Form 1040 or Form 1040-SR and pay the taxes, interest and penalties due. If you want additional time to file your return, file Form 486 for an additional four months. Then, file Form 1040 or Form 1040-SR by October 15.
July 10, 2024
If you received $20 or more in tips during June, you must report it to your employer. You can use Form 4070.
August 10, 2024
If you received $20 or more in tips during July, you must report it to your employer. You can use Form 4070.
September 11, 2024
If you received $20 or more in tips during August, you must report it to your employer. You can use Form 4070.
September 16, 2024
The 2024 estimated tax payment is due on this date, if you are not paying your income tax by withholding (or will not pay enough tax that way). Use Form 1040-ES. This is the third installment for estimated tax in 2024.
October 10, 2024
Tipped employees, if you received $20 or more in tips during September, report them to your employer. You can use Form 4070.
October 15, 2024
If you have a 6-month extension to file your 2023 income tax return, file Form 1040 or Form 1040-SR and pay any taxes, interest and penalties due.
November 13, 2024
If you received $20 or more in tips during October, report it to your employer. You can use Form 4070.
December 11, 2024
If you received $20 or more in tips during November, you must report them to your employer. You can use Form 4070.
Juliana Marín
Accountant.
- National Society of Tax Professionals.
- Accountant, Real Estate Agent, Insurance Agent.
- Bachelors Degree in Accounting.
It's great to hear from you!
Contact us
Please send us a message and let us know if you have any questions or just want to visit our office. We’ll reply as soon as we can, and most importantly, we do not spam.