Translate:
DUE TO COVID ALL TAX PREPARATION IS BEING DONE ONLINE VIA SECURE PORTAL
WE aRE here TO HELP!
DOCUMENTS NEEDED FOR YOUR TAXES
NOTE: WE MOVED FROM THE 140 LITTLE FALLS ST OFFICE
WE ARE WORKING 100% ONLINE
NEW MAILING ADDRESS:
PO BOX 6539
FALLS CHURCH, VA 22040-6539
703-662-3251
Please request access to our portal by clicking on the “New Clients – Contact Us” link in the home tab. After we grant access, you can upload your files; we will provide feedback and a quote. Once you approved the quoted price, we will start working on your tax return. If you would like a preliminary over the phone quote, please call us.
Common Documents used for tax preparation:
- Income source documents: Forms W-2, W-2G, 1099-MISC, 1099-NEC, 1099-G, 1099-SSA, 1099-R, etc.
- Interest and dividend statements from banks, brokerages, etc.: 1099-INT, 1099-DIV
- A copy of last year’s tax return
- Bank routing and account numbers
- The amount you paid for childcare and the childcare provider’s tax identification number
- Form 1098 from your mortgage lender
- Other less common tax reporting forms you may receive, such as: 1099-A, 1099-B, 1099-C, 1099-K, 1099-OID, 1099-Q, 1099-S, 1099-SA
- Receipts for charitable donations
- Driver’s License state of issuance, expiration date and license number (required by some states to confirm your identity and protect against tax refund fraud)
- Social Security or other taxpayer ID numbers for you, your spouse, and dependents
- Birth dates for you, your spouse, and dependents
- The amount you paid for childcare and the childcare provider’s tax identification number
- 2023 1040 Federal/State Income Tax File
- Please Download and Complete the 2024 Tax Organizer PDF File - Required for all Clients