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Family Tax consultants
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Tax Services

 
 

What you will need:

Personal Information

  • Your social security number
  • Your spouse's full name and social security number
  • Amount of any alimony paid and ex-spouse's social security number

Other people who may belong on your return

  • Dates of birth and social security numbers
  • Childcare records (including the provider's ID number) if applicable
  • Approximate income of other adults in your home (not spouse, if you're filing jointly)
  • Form 8332, copies of your divorce decree, or other documents showing that your ex-spouse is releasing their right to claim a child to you

Education Payments

  • Bills from the educational institution or anything else that itemizes what you paid or received loans for versus what was covered by scholarship or other financial aid
  • Forms 1098-T and 1098-E, if you received them
  • Scholarships and fellowships

Employee Information

  • Forms W-2

Self-Employment Information

  • Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
  • Records of all expenses — check registers or credit card statements, and receipts
  • Business-use asset information (cost, date placed in service, etc.) for depreciation
  • Office in home information, if applicable

Vehicle Information

  • Total miles driven for the year (or beginning/ending odometer readings)
  • Total business miles driven for the year (other than commuting)
  • Amount of parking and tolls paid
  • If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.

Rental Income

  • Records of income and expenses
  • Rental asset information (cost, date placed in service, etc.) for depreciation

Retirement Income

  • Pension/IRA/annuity income (1099-R)
  • Social security/RRB income (1099-SSA, RRB-1099)

Savings and Investments

  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from sales of stock or other property (1099-B, 1099-S)
  • Dates of acquisition and records of your cost or other basis in property you sold

Other Income

  • Unemployment, state tax refund (1099-G)
  • Gambling income (W-2G or records showing income, as well as expense records)
  • Amount of any alimony received and ex-spouse's name
  • Health care reimbursements (1099-SA or 1099-LTC)
  • Jury duty records
  • Hobby income and expenses
  • Prizes and awards
  • Other 1099

Itemizing Deductions

  • Forms 1098 or other mortgage statements
  • Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
  • Real estate and personal property tax records
  • Invoice showing amount of vehicle sales tax paid
  • HUD statement showing closing date of home purchase
  • Cash amounts donated to houses of worship, schools, other charitable organizations
  • Records of non-cash charitable donations
  • Amounts paid for healthcare insurance and to doctors, dentists, hospitals
  • Amounts of miles driven for charitable or medical purposes
  • Expenses related to your investments
  • Amount paid for preparation of your 2009 tax return
  • Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
  • Job-hunting expenses

IRA Information

  • Amount contributed for 2010 (and 2011, if applicable)
  • Traditional IRA basis
  • Value of IRAs on Dec. 31, 201

Personal Services:
Tax Preparation
Amended Returns
Injured Spouse & Innocent Spouse      
Prior Year Returns
Second Review
Electronic Filing

Business Services:
New Business Filings SBA, LLC, S.Corp. C.Corp
Accounting/Bookkeeping & Quick Books Services
imgQuartly Sales Tax and Employee withholding Filings
imgJob search expenses & mileage
Dissolutions of Business
Insurance Services & Second Review
Tax Preparation
Electronic Filing

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e-file
What is E-Filing?Your fast, easy alternative to filing paper returns!

Filing tax returns online has never been easier
In fact, 90 million people used e-file in 2008. e-file supports this growing trend toward
electronic tax filing and payment with benefits like:

imgFaster Refunds
imgNo paper return to mail

imgGreater Accuracy

img Quick Confirmation

imgSecure and confidential submission

imgDirect Deposit

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Where's my refund

Take me to Where's My Refund?.
If you don’t receive your refund within 28 days from the original IRS mailing date shown onWhere’s My Refund?, you can start a refund trace online. Change your address or start a refund trace.
If Where’s My Refund? shows that IRS was unable to deliver your refund
you can change your address online.

 

 

 
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Accepting all major credit cards
Accepting all major credit cards