Simplify you Tax Process
Fill out your part and we got you covered
Please download the appropriate coversheet, complete it, and drop off your tax documents at our office.
Prepare your documents
Collect documents applicable to you from the list and send to us with cover letter.
INCOME
- Current W-2 Forms
- Interest or Dividends received (Form 1098-Int, 1098-Div)
- State & Local Refunds (1099-G)
- Business Income/Loss (1099-Misc, Sch C, 1099-NEC)
- Miscellaneous income : Form1099-MISC
- Trading: Ticker Symbol, Purchase Date & Price, Sales Date and Price.
- Capital Gain/Loss (Stock trading, Foreign exchanges – Crypto, Bitcoin etc.)
- Partnership, S-corporation & trust income (From K-1)
- Social security Benefits (From 1099-SSA, RRB-1099)
- Unemployment Compensation received (Form 1099-G)
- Gambling and Lottery Winning (W-2G)
- Alimony received
EXPENSE
- Mortgage interest statement (Form 1098S)
- Real estate tax paid (Mostly on the mortgage statement)
- Gift to charity (Cash, check or any other type of donation – Cloths, vehicle, toys etc.)
- Medical and Dental Expenses (Expenses only if more than 7.5% of your total income)
- Child care expenses
- Settlement papers if you purchased, sold or refinanced homes
- Education tax credit (Need to get 1098-T from the institution)
- IRA contribution, if you made any
- Purchase documents if you bought a qualified electric vehicle or solar electric credit. (8936, 5695)
Documents required for ITIN
Email us a copy of passport (First page, Visa page and Last page)
Important Reminders
Making sure to keep up-to-date records of all of your financial activities is important
STATE ID
Some states either require or request a driver's license number or other state identification to be included with the e-filing of state returns: At this time, only Alabama, Ohio, and New York are requiring the driver’s license for electronically filing. California, Kansas, Louisiana, New Jersey, Pennsylvania, Virginia, and Wisconsin, are requesting (but not requiring) the information. State policies are constantly changing.
ITIN
Your ITIN may expire before you file a tax return in 2023. All ITINs not used on a federal tax return at least once in the last three years will expire on December 31, 2022. Additionally, all ITINs issued before 2013 with middle digits of 70, 71, 72, or 80 (Example:(9XX-70-XXXX) will expire at the end of the year. If you need to file a tax return in 2023, IRS recommends you submit a Form W-7, Application for IRS Individual Taxpayer Identification Number, now to renew your ITIN. As a reminder, ITINs with middle digits 78 and 79 that expired in 2016 can also be renewed.