Items Needed for your Tax Preparation
PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
Name - Date of Birth - Social Security Number/ITIN/ATIN
INCOME AND TAX INFORMATION: W-2's - Interest (1099-INT or substitute) - Dividend Slips (1099-DIV or substitute) Stock Sales (1099-B or Broker Statement) - Self-Employment Income and Expenses - Sale of a Personal Residence - Rental Income and Expenses - Sale of any Business Assets - Gambling or Lottery Winnings - State Income Tax Refund - Pension Income (1099-R) - Estimated Taxes Paid - Social Security or Railroad Retirement - IRA or 401(k) Distribution - Unemployment Compensation - Miscellaneous Income (1099-MISC)
DEDUCTIONS/ADJUSTMENTS: Medical Expenses - Real Estate or Personal Property Taxes - Mortgage Interest - Charitable Contributions - Employee Business Expenses - Gambling Losses - Moving Expenses - Traditional IRA Contributions - Higher Education Expenses - Educator Expenses - Student Loan Interest - Health Insurance Information
TAX CREDITS: Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) - Adoption Expenses - Retirement Savings Contributions
Tax Service USA
When it comes to filing taxes, we know you have many options. We would like to offer a different solution. We provide top quality tax preparation, with elite customer service at a fraction of the cost of the competition. Obtain this without leaving your house or office. Have confidence in your results without feeling like you overpaid for the service. Everyone has to file taxes; your only option is how you do it. When you join Tax Service USA's client list, you'll gain a resource that provides you value year after year.
Here at Tax Service USA, we are dedicated to you and all of your different accounting needs.
We've been around since 1995, and our most important goal is making you a happy, life-long customer.
We strive to make your tax preparation as pain-free as possible by accurately and efficiently getting you the results, while charging a reasonable amount for this experience.