Help Center

  • How to Book an Appointment?You can book an appointment by going to the Book Appointments tab in the Omar Financial website, then selecting an available staff member, service and time. 
  • How to send my documents to Omar Financial?Take photos of your tax documents and send them directly and Safely to your Tax Preparer  Drop-Off Service Available
  • Get My PaymentGet My Payment
  • Where's My Refund?Get Refund Status, Where's My Refund?
  • Advance Child Tax Credit Payments in 2021Advance Child Tax Credit Payments in 2021
  • Paying Your Federal TaxesPaying Your Federal Taxes
  • Check your refund with MassTaxConnectCheck your refund with MassTaxConnect
  • Paying Your State TaxesPaying Your State Taxes
  • Find personal income tax forms and instructionsDOR Personal Income tax forms and instructions
  • Mailing addresses for Massachusetts tax formsMailing addresses for Massachusetts tax forms
  • Individual Tax Preparation Documents checklistPersonal information Let’s start with the obvious items on any tax prep checklist. Last year’s taxes, both your federal and — if applicable — state return. These aren’t strictly necessary, but they’re good refreshers of what you filed last year and the documents you used. Social Security numbers for yourself, your spouse and all dependents. Remember, in addition to children, dependents can include elderly parents and others. Income Gather all the documents that confirm the money you received during the previous year. - W-2 forms. Employers must issue your W-2 by Jan. 31, so keep an eye on your mailboxes, both physical and electronic. - 1099 forms. Each of these ends with a different suffix, depending on the type of payment you received. For example, form 1099-MISC is for contract work. If you’re paid via a third party such as PayPal or Amazon, you’ll likely get a 1099-K. Investment earnings show up on 1099-INT for interest, 1099-DIV for dividends and 1099-B for broker-handled transactions. Make sure you have documentation for each before you file: - Retirement account contributions. You can deduct contributions to a traditional IRA or self-employed retirement account. Just be sure to stay within the contribution limits. - Educational expenses. Students can claim a deduction for tuition and fees they paid, as well as for interest paid on a student loan. The IRS won’t accept your deduction claim without Form 1098-T, which shows your education transactions. Form 1098-E has details on your student loan. - Medical bills. Medical costs could provide tax savings, but only if they total more than 7.5% of adjusted gross income for most taxpayers. - Property taxes and mortgage interest. If your mortgage payment includes an amount escrowed for property taxes, that will be included on the Form 1098 your lender sends you. That document will also show how much home loan interest you can claim on Schedule A. - Charitable donations. To ensure your generosity pays off at tax time, keep your receipts for charitable donations. The IRS could disallow your claim if you don’t have verification. - Classroom expenses. If you’re a school teacher or other eligible educator, you can deduct up to $250 spent on classroom supplies. - State and local taxes. You can deduct various other taxes, including either state and local income or sales taxes (up to $10,000, including property taxes). You don’t need receipts for the sales tax; the IRS provides tables with average amounts you can claim. The tax on a major purchase, however, can be added to the table amount, so keep those receipts. Note that state income taxes paid should be on your W-2, but remember to add any state estimated taxes you paid during the year.
  • Business Tax Preparation Documents checklistList of documents you'll need for your Appointment Business Tax Return Checklist New Clients – a copy of prior year return and financials Backup of Data File please make note of the following: Software package (e.g. MYOB, Quickbooks) Version (e.g. Premier v17.6) and Password. Please ensure that bank accounts in the datafile are reconciled to bank statements. Copies of all bank statements indicating opening & closing balance for the financial year. Copies of all BAS statements for the financial year Income Stocktake details as at 30 June where applicable Details of Capital Gains Tax assets (e.g. stock, shares and real estate) sold, including dates of, and costs associated with, acquisition and disposal (including settlement statements and Sale/purchase agreements. Dividends, including details of franking credits. Income from foreign sources, including details or foreign taxes paid. Deductions Bad debts actually are written off during the year Gifts or donations of $2 and over to deductible entities Legal expenses Lease documents for motor vehicles, premises and equipment Car expenses (remember to include petrol, repairs and parking and maintain a log book where necessary) Odometer reading of all vehicles at the 31st March 2005. Liabilities New loans that were taken out during the year and their purpose; including any new lease or hire purchase agreements. Statements from the lending authority detailing the opening and closing balances of existing loans during the financial year. Creditors listing as at 30th June. Asset Details of loan accounts to directors, shareholders, beneficiaries and partners. Debtors listing (including a list of bad debts written off) as at 30111 June. NB in order to claim a deduction, the debt must be written off on or before 30th June. Details of depreciable assets acquired and/or disposed of during this income year including: Type of asset, Date of acquisition, Consideration received/
  • Notices Assistance (IRS/State)Notices Assistance (IRS/State)
  • Remote Tax Service
  • How to contact my Tax preparer?The best way to reach your tax preparer is by connecting via our Platform on the Send us your documents tab 
  • Request a copy of your Tax Documents at Omar FinancialYou can request copies of your tax returns documents from the most recent 4 tax years. We'll send you a pdf copy of your tax return documents to your email within 24 hours. After submitting your tax documents request.  We'll call you to confirm some information before processing your request. We do charge for that service $20 for individual and $40 for business.
  • Sign up for Omar Financial My Portal AccountSign up for Omar Financial My Portal Account How to Create your Online Client Portal
  • Advertisements with Omar FinancialPlease contact us or call us now if you are interested to advertise with Omar Financial
  • Drop-Off Service Now Available!Our remote filing service allows you to Send, receive your tax documents, connect with a Tax preparer, and receive your completed return and many more! without ever having to leave your home.  Book and send us your income statement
  • Prepare for your AppointmentWhat should you do to prepare for your appointment?  To better serve you, Save time by Scanning and sending a pictures of your tax document to Omar Financial 24 hours before your appointment.  Upload & Send documents
  • Upload and send documents to Omar FinancialUpload and send documents to Omar Financial Send a copy of your income statement documents W2, 1099 directly and safely to your Tax Preparer.Use your phone to take a photo of your documents!
  • Omar Financial contact informationOmar Financial contact information Omar Financial Services LLC 11 Dartmouth St Suite # 102  Malden, MA 02148 – USA Phone number 781 324 3330 Fax number  Email address  - Offiacial Website
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                                              We have a multicultural team of Tax Advisor

                                              To serve you better, we have a multicultural team of Tax Advisor that reflect our diverse communities of Malden, Revere, Somerville, Medford, Quincy, Lynn, Cambridge, Arlington and Greater Boston Area. 
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                                              • We speak French, English, Spanish, Arabic, Tamazight, Portuguese, Hindi, Nepali, Albanian, Filipino, Cantonese, Mandarin.
                                              • Our staff speaks several languages. When you come to Omar Financial, you can have peace of mind knowing that our team will understand you and that you will understand us. If English is not your preferred or first language, ask to speak with someone who speaks your language of choice.

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                                              Our goal is to provide the very best service and we are always looking for ways to improve. 
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                                              Omar Financial Help Center

                                              We have put together a list of some of the most frequently asked questions about our various Services. If you are unable to find the answer to your question or need further assistance please contact us , and one of our teams will be in contact with you as soon as possible.
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