Federal & State Tax Filing
Individual tax return preparation and filing assistance, including W-2, 1099, and other common income documentation.
Request tax assistance →Professional tax & insurance solutions
Confidence for today. Protection for tomorrow.
Personalized assistance with tax filing, IRS correspondence, Marketplace forms, and insurance options for your family or business—all in one place.
Dave Del Castillo · Tax Expert · Financial Services Professional · Licensed Insurance Agent
Your direct connection to professional assistance.
Tax services
Tax matters, handled with care.
From routine returns to complex paperwork, get help understanding the next step.
Amended Returns · 1040-X
Review previously filed returns, identify potential corrections, and get help preparing an amended federal return.
Discuss an amendment →Prior-Year AGI Assistance
Guidance locating prior-year adjusted gross income and the information needed to complete your tax filing.
Get AGI help →Form 1095-A Assistance
Help locating Marketplace health insurance tax statements and understanding their role in premium tax credit reconciliation.
Request 1095-A help →IRS Notices & Form 8962
Assistance reviewing IRS requests involving Marketplace premium tax credits and preparing appropriate documentation.
Get IRS notice help →Tax Document Review
Organize supporting records, review missing information, and understand documentation requirements before filing.
Ask a question →Form 1095-A is issued by the Health Insurance Marketplace, not the IRS. Service fees, if applicable, are quoted before work begins. This is an independent service, not a government website.
Insurance solutions
Coverage for every stage of life and business.
Explore available options and request personalized guidance based on your needs.
Health Insurance
Explore Marketplace and other health coverage options for individuals and families, subject to eligibility and enrollment rules.
Ask about health plans →Dental Insurance
Ask about dental plans for preventive care and other covered dental services, depending on the plan.
Explore dental options →Vision Insurance
Review vision plan options that may include eye exams, lenses, and frames according to plan benefits.
Explore vision options →Life Insurance
Consider life insurance options designed to help provide financial protection for loved ones.
Discuss life coverage →Business Insurance
Discuss commercial coverage needs, including liability and other business protection options.
Request business coverage →Errors & Omissions (E&O)
Explore professional liability coverage designed for certain claims involving errors, omissions, or professional services.
Ask about E&O coverage →Insurance products, availability, eligibility, premiums, and benefits vary by carrier and state. Submitting an inquiry does not constitute an application, bind coverage, or guarantee approval.
Need help choosing?
Let's find the right next step.
Speak directly about tax questions, coverage options, or business protection.
Simple, personal service
How we work together
01
Tell us what you need
Choose a service and send a short inquiry—no sensitive tax or medical documents needed at this stage.
02
Review your options
We discuss your situation, potential services, documentation needs, and any applicable fees.
03
Move forward with confidence
Proceed with the appropriate tax assistance or insurance application process when you're ready.
Frequently asked questions
Answers to common tax and insurance questions
Helpful information about Marketplace tax documents, IRS correspondence and insurance coverage options.
How can I get a missing Form 1095-A?
Form 1095-A is issued by the Health Insurance Marketplace. You can generally access it through your Marketplace account or contact the Marketplace that handled your coverage. We can help you understand the retrieval process and how the form relates to your tax return.
Get 1095-A assistance →What if the IRS asks for Form 8962?
Form 8962 is used to reconcile the premium tax credit. If you received an IRS notice requesting it, review the notice and your Marketplace Form 1095-A. We can discuss the information and steps needed for a response.
Ask about Form 8962 →Can I correct a previously filed tax return?
Many federal income tax return corrections are made using Form 1040-X. Whether an amendment is appropriate depends on the issue and tax year. We can help review your situation and explain the process.
Discuss amended returns →What is prior-year AGI?
Adjusted gross income (AGI) from a prior return may be needed to verify your identity when electronically filing. We can help you understand where to find the correct amount and what to do if it is unavailable.
Get AGI assistance →Can I ask about health, dental or vision insurance?
Yes. Request information about available health, dental and vision insurance options. Eligibility, benefits and enrollment periods depend on the plan, insurer and your circumstances.
Ask about coverage →What does errors and omissions insurance cover?
Errors and omissions (E&O) insurance is a form of professional liability coverage that may help with certain claims related to professional services. Coverage terms, exclusions and availability vary by policy.
Explore E&O options →Contact Dave
Let's talk about what matters to you.
Questions about tax services or insurance? Reach out directly or send a service inquiry.
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For your privacy, please do not send Social Security numbers, dates of birth, medical records, or tax documents through this inquiry form or ordinary email. Ask for a secure document-sharing method first.