TAX PREPARATION CHECKLIST

DOCUMENTS & TAX INTAKE QUESTIONNAIRE REQUIRED! 

ASK QUESTIONS IF YOU HAVE THEM!

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STEP #1: COMPLETE QUESTIONNAIRE: CLICK HERE 

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STEP #2: SEND TAX PREP DOCUMENTS THROUGH OUR APP CLICK HERE

OR TEXT TO 1-855-521-1225

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STEP #3: RECEIVE QUOTE AND WE FILE YOUR TAXES AFTER GETTING YOUR APPROVAL

AND APPLY FOR REFUND ADVANCE (IF INTERESTED)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TAX DOCUMENT DETAILS

 

 

Personal information

This information tells the IRS exactly who’s filing, who is covered in your tax return, and where to deposit your tax refund.

• Driver’s license/State ID

• Social Security cards for you, your spouse, your dependents 

• Copies of last year’s tax return for you and your spouse (helpful, but not required)

• Bank account number and routing number, if depositing your refund directly into your account

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Information about your income

• W-2 forms for you and your spouse 

• 1099 forms 

• SSA-1099 for Social Security benefits received

• Alimony received

• Business income - profit/loss statement, receipts 

• Rental property income and expenses

• Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.

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Adjustments to your income

This following items can help reduce the amount of your income that is taxed, which can increase your tax refund, or lower the amount you owe.

• Business Expenses https://www.filemyllccompany.com/business-expense-category-worksheet

• Form 1098-E for student loan interest paid (or loan statements for student loans)

• Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high school)

• For teachers: Canceled checks or receipts for expenses paid for classroom supplies, etc.