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Documents Needed For Tax Preparation

Tax Planning and Consultation

See Below For Personal Taxes, Scroll Further Down For Business Taxes.

 

                     Documents Needed For Personal Tax Preparation


    

Form Of Identification

1. Driver’s license, State Issued Photo ID for taxpayer(s), or Passport, Green Card)

2. Social Security Numbers for taxpayer(s) and dependents

3.Birthday's for taxpayer(s) and dependents


All Income documents 

1. Copy of last year’s tax return 

2. W2’s 

3. 1099-MISC’s 

4. 1099-NEC’s  

5. Retirement Income (1099-R) 

6. Social security Income (SSA-1099)

7. Rental Property Income and Expense Summary


Stocks and Bonds, Withdrawals/Rollovers from IRA/401k, 

1. 1099-INT 

2. 1099-DIV etc.

3. 1099-B

 

Health Insurance 

1. Form 1095-B, 1095-C from Employer or 

2. Form 1095-A from Healthcare Marketplace for taxpayer(s) and dependents 


All Other documents to support filing 

1. Mortgage interest statement Form 1098 

2. Tuition/Education Loan Interest (1098-E)

3. Home Office Square Footage and Total Home Square Footage

4. Alimony Payments  Received

5. Child-care, Dependent Care 

6. Cash and Non-Cash Charitable Contributions

7. IRA Contributions (Form 5498)

8. Medical Expenses


                                      

                    Documents Needed For Business Tax Preparation

1. All Personal Documents listed above

2. IRS EIN letter and EIN# (if applicable)

3. Articles Of Organization

4. Name and Address of Business if different from Home Address

5. Gross Receipts/Business Sales Revenue

6. Income Statement/Balance Sheet/Cash Flow Statement (if applicable)


                             Expense Categories For Small Businesses

1. Advertising

2. Type Of Vehicle, and Business Mileage, for business purposes

3. Contract Labor

4. Commission and fees

5. Cell Phone

6. Cable 

7. Internet

8. Depletion

9. Employee benefit programs

10. Health Insurance

11. Insurance (other than health)

12. Long-Term Care Insurance to be Carried to Adjustment

13. Mortgage interest

14. Other interest

15. Legal and professional services

16. Office expense

17. Pension and profit sharing

18. Rent or lease of equipment

19. Rent or lease of property

20. Repairs and maintenance

21. Supplies

22. Taxes and licenses

23. Travel

24. Meals (50%) Enter 100% of the expenses.

25. Meals (80%) Enter 100% of the expenses.

26. Utilities

27. Wages (less employment credits)

28. Employee Payroll FICA Taxes (Soc. Security Tax, Medicare Tax)

29. Inventory



                        3 Easy Ways To Send Your Tax Documents;


1.) Email

You can easily and securely Email your documents or snap pictures of your documents with your mobile phone and Email to: Fastcash@taxgenius.org


2.)  Laptop/Desktop Upload Call  (678) 865-8497 and we will email you a link for you to upload your documents through our secure portal 


3. Cell Phone/Tablet Upload

Upload documents to our secure portal from your mobile device or tablet at the link: Here



                         Complete Payment For Tax Preparation Fees


Once your documents are sent, please feel free to process the payment and we can get started working on your taxes right away. 


1.) Make payments using  CashAp, PayPal, Venmo, and Zelle. The Tax Genius User Id is (313) 303-9737 or if you prefer; 


2.) Make payments using Credit card, by using the link here  Tax Genius Of Atlanta LLC | Payments.  


3.) Leave the "Invoice Number" field blank.


4.) Key in payment amount and click "Take Payment Now".



                    Sign Your Tax Documents Remotely And E-file


1.) We will review your results with you by phone call or video conference, and walk you through your tax return step by step to answer any questions. 


2.) You will receive a link by email to e-sign your tax documents


3.) We can e-file or paper file your Federal, State, and Local Tax returns and email them to you for your records.



                     Call For A Free Phone Consultation (678) 865-8497:


Email or Upload Documents/Forms From Your Computer, Cell Phone, or Tablet and Get Your Taxes Prepared Right Away!


                                         Set Up An Appointment: 


Arrange a remote/virtual appointment or Visit One Of Our Multiple Convenient Office Locations!


                                                    It's That Simple!




upload documents from cell or tablet

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