Individual Tax Filing.
Prepare all documents related to your income
for the tax year as listed below. If you are filing jointly with your spouse, include their documents as well.
- W2s - Employment payments
- 1099s - Contractor payments
- Business Income - Accounting records for any business that you own
- Investment Income - Including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments.
- Tax Refunds - Income from local and state tax refunds from the prior year.
- Unemployment Income
- Rental Property Income
- Social Security benefits
- Miscellaneous Income - Including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts
Prepare an accounting of potentially permissible deductions:
- Casualty and theft losses
- Qualified business expenses
- Medical expenses
- Job and moving expenses
- Education costs
- Childcare costs
- Adoption costs
- Charitable contributions/donations
YOUR INCOME ADJUSTMENTS
Prepare an accounting of any credits, payments, or contributions you made which can be used
to adjust your income.
- Homebuyer tax credit
- Green energy credits
- IRA contributions
- Mortgage interest
- Student loan interest
- Medical Savings Account (MSA) contributions
- Self-employed health insurance
- Moving expenses
Business Tax Filing.
YOUR BUSINESS'S INCOME
- Gross Receipts - Including all sales of goods and services.
- Interest - Earned from bank accounts, loans or other investments
- Tax Returns - From previous tax filings
- Settlements & Judgments - From business disputes and litigation
- Other Income - Any other income earned by your business
YOUR BUSINESS'S EXPENSES
- Cost of Goods
- Wages Paid to Employees (W2s + W3)
- Wages Paid to Contractors (1099s)
- Office Supplies
- Professional Services
- Vendor Costs
- Business Travel
- Business Meals & Entertainment