• Tax Services

  • What tax services are you interested in?
  • Were you married on December 31st 2024?
  • Taxpayer Date of Birth
     - -
  • Format: (000) 000-0000.
  • Gender
  • Does you have an Identity Protection PIN?
  • Spouse Date of Birth
     - -
  • Format: (000) 000-0000.
  • Gender
  • Does your spouse have an Identity Protection PIN?
  • Did you have any dependents?
  • Rows
  • Rows
  • Did you have any child care expenses?
  • Format: (000) 000-0000.
  • Did anyone in your household attend college?
  • Did anyone attending college receive a scholarship?
  • Did anyone in the household pay student loan interest?
  • Did you make a withdrawal from an educational savings plan?
  • Rows
  • Did you make estimated tax payments during the year?
  • Rows
  • Rows
  • Did you move to a new state?
  • Date Residency started in New State
     - -
  • Did you purchase any real estate in 2024?
  • Was this purchase a primary residence?
  • Did you sell any real estate in 2024?
  • Was this property a primary residence?
  • Was this home a primary residence for 2 out of the last 5 years?
  • What date was the home originally purchased?
     - -
  • Rows
  • Did you make contributions to an IRA or retirement account?
  • Did you take distributions/withdrawals from your IRA or retirement account?
  • Did you have qualifying health coverage?
  • Did you have marketplace coverage?
  • Did you make contribution to an HSA account?
  • Did you make withdrawals from your HSA account?
  • Select all income types you received
  • Do you own a business
  • Do you own rental property
  • Rows
  • Did you pay over 10% of your income in medical bills?
  • Did you make contributions to any charities?
  • Did you pay real estate taxes?
  • Did you pay mortgage interest?
  • Did you purchase a vehicle?
  • Was this a qualified electric vehicle?
  • Would you like the taxes you owe auto drafted from your bank account?
  • Would you like estimated taxes drafted from your bank account?
  • Would you like your refund directly deposited into your bank account?

  • Tax forms and documents needed based on your responses:

  • Drivers Licenses for taxpayer and spouse

  • Social Secuirty Cards for taxpayer, spouse & all dependents 

  • All pages of pervious year tax return, federal and state

  • Employment Income (W2's)

  • Interest, Dividens & Stock Income  (1099INT, 1099DIV and/or 1099B)

  • IRA Contributions (5498) 

  • IRA Distributions/Withdrawls (1099R) 

  • Social Secuity Income (1099SSA)

  • College Scholarships (1098T) 

  • Student Loan Interest Paid (1098E)

  • Withdrawl from Education Plan (1099Q)

  • Purchase of Real Estate (Settlement sheet or closing documents for purchase)

  • Sale of Real Estate (Settlement sheet or closing documents for sale)

  • Identity Protection PIN (IRS letter with current IP PIN)

  • Marketplace Insurance  (1095A)

  • HSA Contributions  (8889)

  • HSA Withdrawls  (1099SA)

  • Disability Income  (1099R)

  • Gambling Income  (W2G)

  • Unemployment Income  (1099G)

  • Foreign Income  

  • Home Energy Improvement  (Invoice/Receipt with Energy star info, product specifications and price)

  • Medical Expenses (Receipts or list of medical expenses) 

  • Charitable Contributions (Receipts or list of contributions to charity) 

  • Mortgage Interest Paid (1098)

  • Real Estate Taxes Paid (1098 or Receipt)

  • Vehicle Purchase (Sales sheet from purchase)

  • Other Income/Independent Contrator (1099 & - Fill out additional form here)

  • Business Income (Income & Expense form - Fill out additional form here)

  • Rental Income (Income & Expense form - Fill out additional form here)

  • Should be Empty: