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IT Tax and Business Solutions LLC
IT Tax and Business Solutions LLC
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  • Home
  • About Us
    • Our Story
    • Testimonials
  • Menu of Services
    • Schedule Appt
    • Tax Services
    • Bookkeeping
    • Payroll
    • Advisory
  • Contact Us
  • More
    • FAQ
    • Private Policy

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What to bring to your tax appointment

1040 Tax Filers for Personal Returns

  

· Photo ID REQUIRED-NO EXCEPTIONS

· Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents

· Birth dates for you, your spouse, and dependents on the tax return

· Bank account and routing number or a voided check for direct deposit of your refund

Income

  • Employment Income 
  • W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)
  • Self-Employment Income
  • 1099-NEC and/or 1099-K 
  • Records of income not reported on 1099 forms
  • Records of expenses including receipts, credit statements, etc. 
  • Record of estimated tax payments Retirement Income
  • SSA-1099 form for Social Security benefits
  • 1099-R for pension/IRA/annuity income Unemployment Income
  • 1099-G for unemployment benefits Other sources of income
  • 1099-G for refund of state/local income taxes
  • 1098-T for scholarships/fellowships
  • 1099-R for disability income
  • Income or loss from the sale of stocks, bonds, or real estate
  • Income or loss from rental property
  • Alimony received 
  • Statements for prizes or lottery/gambling winnings
  • Interest and dividend statements from banks
  • Records for any other income 

Deductions (If Applicable)

  • Retirement contributions, including a 401(k) or IRA
  • State and local taxes you’ve paid
  • Mortgage statements and property tax bills if you are a homeowner
  • College tuition (1098-T) and student loan statements (Form 1098-E)
  • Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number)
  • Receipts for charitable donations
  • Medical and dental bills
  • Records for supplies used as an educator over $250

Tax Notices and Documents

  • IRS Notice 1444, 1444-B or 1444-C 
  • IRS Letter 6419 for Child Tax Credit advance payments received in 2021
  • IRS Letter 6475 for EIP3- 3rd Economic Impact Payment/Stimulus 
  • Form 1095-A if you had coverage through the Health Insurance Marketplace
  • Anything from the IRS regarding Health Insurance Marketplace, your state tax agency, or anything marked "IMPORTANT" for taxes 

Schedule An Appointment

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What To Bring-Onboarding

Business Documents

  • Proof of ownership
  • Proof of EIN registration
  • Bank accounts
  • Software
  • State license

Taxes

We must have proof you have previously filed your taxes before going forward to file any late taxes or to verify your IRS status.

o Any previous tax reports, payroll reports or sales tax reports

o ID numbers used to report and pay taxes

o Copy of Income Tax Return for current and previous tax year

Payroll

We will need any and all payroll filing reports such as:

  • 941 or 944
  • 940
  • 1099's, 1096
  • State W3's, W2's, Unemployment forms

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