Documents Needed For Tax Preparation
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!