Services
1040
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Form 1040 (U.S. Individual Income Tax Return) (a.k.a. “the long form")
1040A
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Form 1040A (U.S. Individual Income Tax Return) (a.k.a. “the short form")
1040EZ
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Form 1040EZ (Income Tax Return for Single and Joint Filers With No Dependents)
Tax Extension Filings
Schedule C Optimization
1099-NEC
Mid-Year Tax Projection
Identification
Photo identification card such as a license.
Social security cards for your Spouse, Dependents, and yourself.
(ITIN) is an individual taxpayer identification number assignment that may be substituted if you do not have a SSN.
Backup Documents
Wage and Earning Statements:
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Forms such as W2's, W-2G, 1099-R, 1099-MISC from all Employers
Interest & Dividend Statements from Banks: 1099 Form
Exemption Certificate for Health Insurance if applicable
Previous years Federal and State Tax Returns
Proof of ownership for bank accounts for direct deposit
Affordable Health Care Statements if applicable
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1095-A, 1095-B, 1095-C
Copy of income Transcripts form IRS & State if applicable