Client Forms

Client Forms

Tax Documents


Below is a list of some important documents you may want to gather as you are preparing to have your taxes complete by one of our tax Specialist we rely on you to provide these form prior to us starting the process of your tax return.

Reference to forms and documents can be found on the irs website at www.irs.gov complete the online client form and business income/ expense and expect to hear back from one of our tax specialist within 24/48hrs in regards to your Tax Results.

Personal | Employee Tax Services Forms

For none-business related tax returns please fill out the client information form below to have a tax expert begin the process of preparing your personal taxes”.

Home Business | Sole Proprietorship Expenses Forms


For business related taxes such as 1099 contract work, small businesses, home-based business, 1065 partnership, 1120 S-corporation please complete the business income and expense form below.

Personal | Home Business | Sole Proprietorship Expenses Forms


For personal and business related taxes such as 1099 contract work, small businesses, home-based business, 1065 partnership, 1120 S-corporation please complete the business income and expense form below.

Personal Information

  • Social Security Numbers (children and spouse)

  • Child care provider’s Name, address and TIN or SSN

  • Alimony (SSN for recipient)

Income Information

  • All W-2’s for income earned

  • 1099-G for Unemployment Benefits

  • 1099-for miscellaneous income

  • 1009-R for pension and annuity income

  • RRB-1099 for Social Security/RR1 benefits

  • 1099-G State and local tax refunds

  • Amount of alimony received

  • Jury duty compensation

  • Prizes and awards

  • Gambling and lottery winnings

  • Scholarships and fellowships

  • Trust Income

Homeowners/ Renters Information

  • Addresses for this tax year

  • 1098 for all mortgages interest (1st, 2nd, 3rd, etc)

  • 1099-S for sale of real estate (including your name)

  • Real estate property taxes paid

  • Rent paid during tax year

  • Moving expenses

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business

  • Student loan interest paid

  • Early withdrawal penalties on CDs and other time deposits

  • 1099-INT and 1099-OID for interest income

  • 1099-DIV for Dividend income

  • 1099-B for proceeds from broker transactions

  • 1099-R for retirement plan distribution

Expenses

  • Charitable gifts (any donation of $250 or more must be verified with a qualified written statement from organization)

  • Unreimbursed expenses related to volunteer work

  • Unreimbursed expenses related to your employment (expenses, subscriptions, travel, uniforms, union dues)

  • Investment expenses

  • Job-search expenses

  • Child care expenses

  • Medical savings accounts

  • Adoption expenses

  • Alimony paid

Self Employment Information

  • 1099-MISC for Business income or own records

  • Self Employed Income

  • Receipts and other documents for business related expenses

  • Receipts and other documents for farm related expenses

  • Payment records and additional business taxes paid or Employment taxes paid

Miscellaneous Tax Documents

  • Cancelled checks, tax vouchers, or other payment records for local, state an federal income tax paid for current year

  • IRA and other retirement plan contributions. If self-employed, identify if expense was for self or employees

  • Records documenting medical expenses

  • Records documenting any other expenses that may be deductible

  • Records documenting any other revenue received for sale of property that may be taxable or reportable

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