(888) 735-1375
(888) 735-1375
We specialize in Tax Preparation
SwifTAX
The SwifTAX mission is to empower individuals and small business owners with integrity-driven tax preparation services that delivers maximum refunds and support strategic financial growth. We commit to delivering accurate, comprehensive returns while enhancing financial literacy through guidance on smart financial Wealth strategies beyond taxes.
Our goal is to empower clients towards secure retirements and family wealth building. By increasing financial knowledge, we strive to alleviate any tax filing stress and pave the way for a brighter economic future, ensuring every dollar earned works hard toward a stable prosperous tomorrow.
Our vision is to be recognized as a leading provider of Accounting, Taxation & Payroll Processing Services, known for our unwavering commitment to excellence, integrity, and client satisfaction.
We maintain the highest standards of professionalism. Our team is composed of qualified professionals who possess deep expertise in their respective fields.
Personal Information
*Your social security number or tax ID number
*Your spouse’s full name and social security number or tax ID number
*Dates of birth and social security numbers or tax ID numbers
*Childcare records (including the provider’s tax ID number) if applicable
*Income of other adults in your home
*Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Employed
*Forms W-2
*Unemployment, state tax refund (1099-G)
*Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099s
*Records of all expenses — check registers or credit card statements, and receipts
*Business-use asset information (cost, date placed in service, etc.) for depreciation
*Office in home information, if applicable
*Record of estimated tax payments made (Form 1040–ES)
*Records of income and expenses
*Rental asset information (cost, date placed in service, etc.) for depreciation
*Record of estimated tax payments made (Form 1040–ES)
*Pension/IRA/annuity income (1099-R)
*Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)
*Social security/RRB income (1099-SSA, RRB-1099)
*Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
*Income from sales of stock or other property (1099-B, 1099-S)
*Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
*Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
*Expenses related to your investments
*Record of estimated tax payments made (Form 1040–ES)
*Gambling income (W-2G or records showing income, as well as expense records)
*Jury duty records
*Hobby income and expenses
*Prizes and awards
*Trusts
*Royalty Income 1099–Misc.
*Any other 1099s received
*Record of alimony paid/received with ex-spouse’s name and SSN
Home Ownership
*Forms 1098 or other mortgage interest statements
*Real estate and personal property tax records
*Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
*All other 1098 series forms
*Cash amounts donated to houses of worship, schools, other charitable organizations
*Records of non-cash charitable donations
*Amounts of miles driven for charitable or medical purposes
*Amounts paid for healthcare insurance and to doctors, dentists, hospitals
*Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
*Form 1095-B and/or 1095-C if you had insurance coverage through any other source (e.g., an employer, insurance company, or government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
*Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange)
*Fees paid to a licensed day care center or family day care for care of an infant or preschooler
*Wages paid to a baby-sitter
Don’t include expenses paid through a flexible spending account at work
*Forms 1098-T from educational institutions
*Receipts that itemize qualified educational expenses
*Records of any scholarships or fellowships you received
*Form 1098-E if you paid student loan interest
*Receipts for classroom expenses (for educators in grades K-12)
*Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
*Invoice showing the amount of vehicle sales tax paid
*Form 5498-SA showing HSA contributions
*Form 5498 showing IRA contributions
*All other 5498 series forms (5498-QA, 5498-ESA)
*City/county you lived/worked/had property in
*Records to support property losses (appraisal, clean up costs, etc.)
*Records of rebuilding/repair costsInsurance reimbursements/claims to be paid
*FEMA assistance information
*Check FEMA site to see if my county has been declared a federal disaster area
With a robust professional background as a project manager in the construction financial industry, Frantz brings a wealth of knowledge and expertise to the world of tax preparation and financial literacy. This experience, coupled with firsthand insights from running a small business in the transportation industry, provides Frantz with a unique understanding of the challenges and requirements small business owners face, specifically when it comes to taxes and bookkeeping.
A savvy investor in the stock market, Frantz is well-versed in the intricacies of financial planning and wealth creation. At SwifTAX USA, Frantz goes beyond the standard tax preparation, offering invaluable insights into investment strategies and financial guidance designed to maximize clients' savings and help them build long-term wealth. Driven by a passion for supporting individuals and businesses on their financial journeys, Frantz and SwifTAX USA is dedicated to empowering clients with the guidance tools they need for financial success, paving the way for secure retirement and family wealth.
Tax Preparation
Individual | Self-Employed | Small Business
Mobile App Onboarding
Tax Resolution
24hr Tax Filing Estimate
Amendments
Online Bookkeeping
Self Employed Returns
Small Business Setup
Audit Protection
Refunds on the go processing
Step-by-Step filing with Mobile App
STEP 01
Have Documents Prepared
STEP 02
Download Your App from Link Below
STEP 03
Register personal information
STEP 04
Complete Client Intake Form, Upload Documents, and submit
STEP 05
Record 6-digit filing code and provide with email address to tax professional for access
STEP 06
Tax professional to contact you shortly
Complete form on webpage and submit
Please have documents prepared before submittal
Step-by-Step Filing with Online Form
STEP 01
Have Documents Prepared
STEP 02
Click Link Below to Visit Page
STEP 03
Complete Client Data Questionaire and Upload Personal Documents
STEP 04
Submit Intake Form
STEP 05
Tax Professional Will Provide Estimate Shortly
Monthly Reports
Flexible Online Availability
Work with Accounting Office
Talk with us:
(305) 467-9396
For more info Contact SwifTax today
Talk with us:
(305) 467-9396
Contact us if you want to work with us
"Loved everything so far"
"Very thorough and provided seamless onboarding process with questionnaire."
-Margaret T.
"Very flexible"
"Very flexible with virtual services since I work nights ."
- Chandler K.
"Great prices"
"SwifTAX provided great prices on top of value-added services."
- Camilla A.
Q1: What is the new IRS Question that must be answered?
Tax payers must answer the digital asset question reporting any related income when filing 2024 income tax return
Zelle does not report to the IRS for personal or business use of the platform. CashApp issues a 1099-K form to business account holder who meet the annual reporting threshold in payment ($5,000)
The $600 rule is the general reporting threshold that is based on the volume of aggregate transactions processed on 3rd party platforms (Venmo, CashApp, Payoneer, PayPal, etc.)
The tax advance and amount apply to applicants who qualify through the bank
- ID from you and your dependents
- Copy of most recent tax return
- income statements and tax forms
- proof of expenses (receipts if itemized)
- form 8332 should that the child’s parent is release their right to claim child to you.
SwifTAX will guide you through the entire tax filing, providing you guidance to avoid the compliance pitfalls and take advantage of new tax law credits. We will not stop there; you will hear from use during the off season to provide advice on tax withholdings throughout the remaining seasons.
Contact us if you would like more information or would like to work with us.
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