Tax Preparation
Streamline Your Tax Needs
Individual State & Federal Tax Preparation
Specific tax-related requirements and considerations vary from person to person; therefore, it is essential to assess each individual’s financial situation, goals, and obligations.
Tailoring tax strategies to these unique circumstances can optimize deductions, minimize liabilities, and enhance overall financial health.
Engaging with a tax professional can provide valuable insights and ensure compliance with current tax laws, ultimately leading to more effective tax planning and peace of mind.
Tax Preparation Checklist
- Driver's License, SSN's and ID's for you, your spouse and dependents
- W2's, Tips and household employee wages not reported on W2 forms
- 1099R forms, SSA 1099 and RRB-1099 forms
- 1099 NEC & 1099K forms, sales records, profit & loss statements, expense receipts & records and cost of goods sold
- 1099 MISC - showing rent payments received, rents received not reported on 1099 MISC, receipts and other records for expense and depreciation schedule
- 1099-S forms, escrow closing statement
- 1099-G for government payments, 1099-PATR forms
- 1095-A forms
- Documents of taxes you've paid
- Receipts and records for qualified energy-saving upgrades
- Chartible gift contributions
- Medical and dental expenses paid, mileage for medical travel and lodging expenses for medical travel
- 1098 forms, home mortgage interest or points not reported on 1098 forms
- SALT douments
- 1098 E forms and statements if 1098 forms not received
- Receipts for qualified adoption expenses and employer reimbursements of adoptions expenses (if any)
- Amount paid for child and dependent care, care provider's names, address and taxpayer identification number
- 1098-T forms and records for qualified educational expenses not included on 1098-T forms
- Bank account info for direct deposit and last year's tax return for general reference for e-filing and foreign bank account information
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You are in good hands. As an IRS registered e-file provider, we handle tax filings with efficiency and security. We prioritize the protection of your information with top-notch security standards, and we are here to support you every step of the way. Rely on us to make your tax experience seamless and stress-free!
