REQUIRED DOCUMENTS

Personal Income

Personal documents

• Valid State Issued ID
• Previous Two Years of Tax Returns
• Social Security Number
• Birth Certificate for Every Dependent (proof of dependency)
• Voided Check or Direct Deposit Slip (for refunds)

Income information for all filers

• W-2
• 1099 -MISC
• 1099 -NEC (income from contracted work)
• 1099 -DIV (income from dividends)
• 1099 -INT (interest income)
• 1099 -K (income from 3rd party companies Paypal, Cash Apps)
• 1099 -R (retirement or IRA payouts)
• 1099 -C (cancellation of debt)
• 1099 -G (unemployment income)
• 1099 -S (sale of property income)
• SSA-1099 (social security benefits received)
• Alimony Received
• Business / Farming Income (Profit & Loss statement)
• Rental Property Income
• Miscellaneous Income
  (Jury duty, Gambling winnings, Medical savings account, Scholarship income, gig work etc.)

Deduction and Credits documents

• Child and Dependent Care Expenses
  (must include providers name, address, phone number, Tax ID and total amount paid)
• Education Cost: Form 1098T
• Education Expenses (equipment, supplies, books, materials)
• Adoption Cost (SSN of child, record of legal, medical expense, transportation expenses)
• Form 1098 (mortgage interest, PMI and points paid)
• Medical, Dental and Vision Expenses (miles to and from doctor, copays, deduction, eyewear, memberships required for rehabilitation)
• Casualty and Theft Losses
• 1098-E (student loan interest paid)
• Charitable Contributions
• State Income Tax Paid
• Local Income Tax Paid
• Real Estate Tax Paid
• Personal Property Taxes Paid (vehicles)
• Energy Efficient Improvement Receipts (Windows, HVAC, Water heater, Solar panel purchase and installation)

Other Documents

• Foreign Bank Account Information
• Federal Estimated Taxes Paid
• State Estimated Taxes Paid

Business Income

Corporations / S-Corps / Partnership

Business Information

• Business Name
• EIN (Employer Identification Number)
• Business Address
• Business Phone Number
• Business Email
• Initial Capital Contribution to Business (1st year only)

Business Income Information

• W-2
• 1099 -MISC
• 1099 -NEC (income from contracted work)
• 1099 -DIV (income from dividends)
• 1099 -INT (interest income)
• 1099 -K (income from 3rd party companies Paypal, Cash Apps)
• 1099 -C (cancellation of debt)
• 1099 -S (sale of property income)
• Rental Property Income
• Profit / Loss Statement
• Balance Sheet

Assets / Equipment (Depreciation)

• Vehicle
• Electronics
• Property
• Machinery
• Specific Equipment for your industry
• Sold Assets during tax year

Deductions & Credit Documents

• Electric Vehicle Purchase
• Equipment Purchase
• Vehicle Purchase
• Marketing / Advertising expense
• Wages paid
• Salary paid
• Contractors
• Commissions and Fees
• Health Insurance
• Legal and Professional Fees
• Accounting Fees
• Tax Preparation Fees (paid in previous year)
• Licenses
• Travel
• Consulting Fees
• Office Expense (improvements)
• Vehicle Rental
• Equipment Rental
• Building Rental
• Office Rental
• Supplies
• Payroll Taxes
• Education Expenses
• Client Gifts
• Building Repairs & Maintenance
• Equipment Repairs & Maintenance
• Vehicle Repairs & Maintenance
• Bank Fees
• Internet / Data Fees
• Charitable Contributions

Shareholders/ Partners Information

• Owners Names
• Shareholders Social Security Numbers
• Shareholders Addresses
• Shareholders Phone Number
• Shareholders Email Address
• Shareholders Ownership Percentage
• Guaranteed Payments to Shareholders
  Salary Paid to Shareholders