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TAX RETURNS
Individual
Tax Return
Business
Tax Return
Self Employed
Tax Return
Amended
Tax Return
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OTHER SERVICES
TAX DOCUMENTS NEEDED
PERSONAL INFORMATION
PERSONAL INFORMATION
>Identification
>Identification
>Date of Birth
>Date of Birth
>Social Security Card - all household
>Social Security Card - all household
> Tax ID numbers
> Tax ID numbers
>Proof of Address
>Proof of Address
> Bank Account Information
> Bank Account Information
>Identity Protection Pin
>Identity Protection Pin
SOURCES OF INCOME
SOURCES OF INCOME
> Forms W-2
> Forms W-2
>Unemployment 1099-G
>Unemployment 1099-G
>Forms 1099
>Forms 1099
>Form 1098
>Form 1098
>SSA 1099
>SSA 1099
>Business Expenses
>Business Expenses
> Form W-2G
> Form W-2G
>Other Income & Losses
>Other Income & Losses
TYPES OF DEDUCTIONS
TYPES OF DEDUCTIONS
>Form 1098
>Form 1098
>Donations
>Donations
>Medical Expenses
>Medical Expenses
>Childcare Expenses
>Childcare Expenses
>Form 1095 A
>Form 1095 A
>Educational Expense
>Educational Expense
>State and Local Taxes
>State and Local Taxes
>Form 5498
>Form 5498
>Federally Declared Disaster
>Federally Declared Disaster
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