Tax Preparation

Download Worksheets


Rental Worksheet



Business Worksheet



Documents Required for Taxes




Form 1095 (A, B or C) for Health Insurance Your Hanwritten Notes W2s and W2Gs 1099Rs 1099-INT, 1099-DIV, 1099-OID etc. 1099-B (With "Cost Basis" for the stocks sold) 1099-C AND 1099-A (cancellation of Debt) 1099-G (For State Refund / Unemployment) SSA-1099 (Social Security Statements) 1098 (Mortgage for the main home) 1098 (Rental -Write property address on 1098) 1099-MISC (Need "Business Worksheet") Completed "Rental Worksheet" for each property Each Day Care Provider's Address and Tax ID K-1s for Partnerships, S-Corps, Trusts 1098-T for College Tuition and Fees 1099-E for Student Loan Interest 1099-Q for Coverdell ESA Distribution 1099-S for Real Estate Sales Previous Year's Tax Return (New Customers Only) Non-Cash Charitable Contr. Worksheet (Download) Rental Income-Expense Worksheet (Download) Business Worksheet (Download) Medical Expense Worksheet (Download) Any Other Tax Document Not Included Above











REFUND STATUS
IRS

Arizona , Arkansas ,California ,Colorado ,

Connecticut ,Delaware ,District of Columbia ,

Georgia ,Hawaii ,Idaho ,Illinois ,Indiana ,

Iowa , Kansas , Kentucky , Louisiana , 

Maine ,Maryland ,Massachusetts ,Michigan ,

Minnesota ,Mississippi ,Missouri ,Montana ,

Nebraska ,New Jersey ,New Mexico ,

New York ,North Carolina ,North Dakota ,

Ohio ,Oklahoma ,Oregon ,Pennsylvania ,

Rhode Island ,South Carolina ,Utah ,

Vermont ,Virginia ,West Virginia ,Wisconsi


 



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