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Online Forms 

Individual Taxpayer Client Intake Link Click Here   

Business/Nonprofit Client Intake Link Click Here

Schedule C Income/Expenses Link Click Here 

OR

Download Forms   Client Data Sheet         Self Employment Packet              Due Diligence Packet           Residency Affidavit

Complete forms online using Adobe or print

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TAX INFORMATION

To check the Status of your tax refund, call the IRS Refund Line at 1-800-829-7650 or visit https://www.irs.gov/Refunds

To get an Identity Protection Pin go to https://www.irs.gov/Individuals/The-Identity-Protection-PIN-IP-PIN

To file Identity Tax Fraud Claim, Call Fraud Unit at 1-800-908-4490

Identity Theft Form to File with the IRS https://www.irs.gov/pub/irs-pdf/f14039.pdf

To verify your identity with the IRS, go to https://idverify.irs.gov/IE/e-authenticate/welcome.do

Taxpayer Advocate to assist you when you cannot get in contact with the IRS 1-877-777-4778

 https://www.taxpayeradvocate.irs.gov/

To get prior year Tax Transcript, Call 1-800-908-9946 or visit  https://www.irs.gov/uac/Newsroom/How-to-Get-a-Transcript-or-Copy-of-a-Prior-Year-Tax-Return

To find out if you have IRS Debt or Collections, call Financial Management Services 1-800-304-3107

To make apply for an Installment Agreement https://www.irs.gov/payments/online-payment-agreement-application

To contact the IRS Non-Profit Division, call 1-877-829-5500

Verify a non-profit organization visit https://www.irs.gov/Charities-&-Non-Profits/Exempt-Organizations-Select-Check

To find your local IRS Office visit https://www.irs.gov/uac/Contact-My-Local-Office-in-California

General IRS Contact Number 1-800-829-1040 Website http://www.IRS.gov

General State Franchise Tax Board Number 1-800-338-0505 Website http://www.ftb.ca.gov

State Franchise Tax Board Collections 1-888-355-6872

To fight identity theft the IRS REQUIRES proof of dependents and residence with documents such as:

Social Security Card, Birth Certificate, Utility Bill, and Immunization (Shot) Records or School Records showing residency.  If you are missing any documents, you will need to get a notarized statement to provide to your tax professional.

***NO EXCEPTIONS***

Please prepare to submit these items for tax preparation.

Discover the top 10 tax changes in the Big Beautiful Bill—no tax on tips, new gig-worker deductions, W-2 benefits, and more. Get expert guidance with Set Free Tax.

🌟 The Big Beautiful Bill: The Top 10 Biggest Tax Changes Every Taxpayer Must Know for 2026

(Complete Guide for W-2 Employees, Gig Workers, 1099 Contractors & Small-Business Owners)

The Big Beautiful Bill is one of the most transformative tax overhauls in decades—bringing sweeping changes that impact every taxpayer, from ride share drivers and beauty professionals to W-2 employees, freelancers, and small-business owners in Dallas, Los Angeles, and everywhere! Whether you’re earning tips, running a business, or building multiple streams of income, these new updates could significantly increase your refund, reduce your tax liability, and open the door for strategic tax planning opportunities.

As always, Set Free Tax & Professional Services is committed to helping you stay compliant, maximize savings, and Get Set Free financially, not only as one of the best in the Dallas/Fort Worth Metroplex, Los Angeles, but also nationwide.

Below are the Top 10 Most Important Tax Changes you need to know.

✅ 1. No Federal Tax on Tips

For the first time in history, cash and digital tips will no longer be taxed at the federal level.
This is huge for:

  • Restaurant servers

  • Hairstylists & barbers

  • Uber, Lyft & rideshare drivers

  • Nail techs, beauty professionals, massage therapists

  • Delivery workers

  • Housekeepers & hospitality workers

This means more take-home pay, fewer IRS complications, and simplified bookkeeping.

✅ 2. New Standard Deduction Increases (Bigger Tax Breaks for Everyone)

The bill significantly boosts the standard deduction, putting more money back into the pockets of:

  • Single filers

  • Heads of household

  • Married couples

This change alone will reduce taxable income for millions.

✅ 3. Gig Workers & 1099 Contractors Get Major Relief

The bill introduces new, expanded deductions and protections for contractors, including:

  • Increased expense allowances

  • More flexible rules on home office deductions

  • Higher thresholds before estimated tax penalties apply

  • Optional simplified expense reporting for those earning under a certain threshold

Designed specifically for the self-employed economy, these updates reduce risk and increase tax savings.

✅ 4. Boost to the Earned Income Tax Credit (EITC) for Low-to-Moderate Workers

EITC expansions now benefit:

  • Single parents

  • Low-income W-2 workers

  • Gig workers with qualifying children

More people qualify—and those who already qualify may see a larger credit.

✅ 5. Child Tax Credit Expanded With Advance Options Returning

Families will see:

  • Higher Child Tax Credit amounts

  • More refundable credit

  • Potential for monthly advance payments

This will increase cash flow for millions of American families.

✅ 6. Student Loan Deduction Enhancements

Borrowers get:

  • Higher allowable deductions for interest

  • More flexible qualification rules

  • New forgiveness pathways that avoid tax penalties

This is critical for those rebuilding after economic hardship.

✅ 7. Breakthrough Business Incentives for Small-Business Owners

Small businesses—including LLCs, S-corps, and sole proprietors—receive new tax perks:

  • Increased Section 179 deduction limits

  • Bonus depreciation extensions

  • Startup cost deduction increases

  • Payroll tax credits for hiring and training workers

This is fuel for entrepreneurs scaling their businesses.

✅ 8. Health Care Premium Credits Expanded

More individuals qualify for:

  • Marketplace premium tax credits

  • Lower out-of-pocket healthcare costs

  • Reduced penalties

Particularly helpful for self-employed individuals without employer-sponsored insurance.

✅ 9. Retirement Contribution Changes (Higher Limits + Catch-Ups)

The bill increases:

  • 401(k) limits

  • IRA limits

  • Catch-up contributions for taxpayers over 50

This provides stronger long-term financial planning opportunities.

✅ 10. New IRS Technology Enhancements to Protect Taxpayers

The bill funds upgrades that benefit individuals directly:

  • Faster refund processing

  • Fewer audits for low-income taxpayers

  • AI-assisted fraud detection

  • Simplified communication through online portals

This means a faster, smoother tax process for Americans.

🌟 Why These Changes Matter for You

Whether you’re a W-2 employee, a gig worker, a beauty professional, or a small-business owner, the Big Beautiful Bill shifts the entire tax landscape. These changes create opportunities to:

  • Reduce your taxable income

  • Increase your refund

  • Protect future earnings

  • Strengthen business growth

  • Plan proactively with expert guidance