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Personal Taxes

SHALOM

Delivering Peace of Mind from the IRS


Let’s Get Started!

Start by selecting the appropriate personal tax organizer for your situation. If you are self-employed or a single member LLC and have not elected to be treated as a C-Corp or S-Corp then you will need one of the tax organizers below. Once completed, gather all your tax documents. Either Login to MyTaxOffice to upload your tax documents or Schedule An Appointment to come in. SKIP APPOINTMENT & START ONLINE TAX INTERVIEW

Individual Tax Organizers


Returning Clients Intake

Document Checklist

  • Complete Tax Organizer
  • Pay Deposit Invoice- $350- Sign General Services Agreement
  • Forms W2s- Wage and Tax Statement
  • Forms 1099 INT- Interest Income
  • Forms 1099-DIV- Dividends and Distributions
  • Forms 1099-R-Distribution from Pensions, Annuities, Retirement or profit-sharing Plans, IRA, Insurance Contracts, etc.
  • 1099-G- State Tax Refund/ Unemployment Income
  • Forms K-1 (Business Income) From Partnership, S-Corp, etc
  • Forms W2-G- Gambling
  • 1099C- Cancellation of Debt
  • SSA-1099 or RRB-1099- Social Security Income
  • Forms 1099-B Broker and Barter Exchange Transactions
  • Forms 1099-S Sales of Real Estate, Land, etc
  • Forms 1098- Mortgage Interest
  • Forms 1098-T Tuition Statement
  • Forms 1098 E- Student Loan Interest
  • Forms 1095-A Healthcare Insurance Statement (Required if you received insurance from the healthcare exchanges)
  • Dependent Care Expense Statement
  • Charitable Contribution Statement
  • Completed Itemized Deduction Worksheet (optional: if the client is itemizing)
  • If claiming EIC. AOC, CTC, ACTC Tax Credits, a Due Diligence Verification Worksheet is required by the tax professional
  • Claiming meals and entertainment deduction, a detailed records log of every event that shows, date, time, location, purpose, client/customer name, and meal dollar amount.
  • Claiming mileage deduction. A detailed log of every trip show, date, time location, purpose, client name. starting and ending mileage
  • Rental Property Owners– If you have a Property Manager, provide your 1099-Misc (Rent Income) statement and property manager annual property management financial statements. If you do not have a property manager then you are required to complete our Rental Property questionnaire for each rental property.
  • For Day-Traders, Frequently Stock, or Crypto Currency Traders: Submit your trades statement (Form 1099-B) in an exported excel format.

NOTE: We will process tax returns actions in the order in which we receive them based on the priority of clients who have submitted all their required documents to us for processing and who have paid their deposit.

New Client Intake

Document Checklist

  • As a new client you will need to meet with a Tax Professional to complete your initial new client intake.
  • New clients must come into the office before engaging in online tax services with our firm. Schedule An Appointment
  • If you are unable to come into our office due to location, then you are required to have a client or business referral for online tax services. Client Referral
  • Driver’s License for Taxpayer and Spouse
  • Social Security Card, Birth Certificate, and Proof of Residency of all dependents.
  • Copies of tax returns for the last two years, including state returns including depreciation schedule.
  • Complete Tax Organizer
  • Pay Deposit Invoice- $350- Sign General Services Agreement
  • Forms W2s- Wage and Tax Statement
  • Forms 1099 INT- Interest Income
  • Forms 1099-DIV- Dividends and Distributions
  • Forms 1099-R-Distribution from Pensions, Annuities, Retirement or profit-sharing Plans, IRA, Insurance Contracts, etc.
  • 1099-G- State Tax Refund/ Unemployment Income
  • Forms K-1 (Business Income) From Partnership, S-Corp, etc
  • Forms W2-G- Gambling
  • 1099C- Cancellation of Debt
  • SSA-1099 or RRB-1099- Social Security Income
  • Forms 1099-B Broker and Barter Exchange Transactions
  • Forms 1099-S Sales of Real Estate, Land, etc
  • Forms 1098- Mortgage Interest
  • Forms 1098-T Tuition Statement
  • Forms 1098 E- Student Loan Interest
  • Forms 1095-A Healthcare Insurance Statement (Required if you received insurance from the healthcare exchanges)
  • Dependent Care Expense Statement
  • Charitable Contribution Statement
  • Completed Itemized Deduction Worksheet (optional: if the client is itemizing)
  • If claiming EIC. AOC, CTC, ACTC Tax Credits, a Due Diligence Verification Interview is required by the tax professional
  • Claiming meals and entertainment deduction, a detailed records log of every event that shows, date, time, location, purpose, client/customer name, and meal dollar amount.
  • Claiming mileage deduction. A detailed log of every trip show, date, time location, purpose, client name. starting and ending mileage
  • Rental Property Owners– If you have a Property Manager, provide your 1099-Misc (Rent Income) statement and property manager annual property management financial statements. If you do not have a property manager then you are required to complete our Rental Property questionnaire for each rental property.
  • For Day-Traders, Frequently Stock, or CryptoCurrency Traders: Submit your trades statement (Form 1099-B) in an exported excel format.

Document Exchange Policy

Securing Taxpayers Data is a Combine Effort!

Help Us Protect Your Data!

LOGIN

Our firm follows a strict document exchange policy that is mandated by the Internal Revenue Service to Secure Taxpayer Data. IRS Safeguard Taxpayer Data. Its Simple! Login or Come in. If you need to send or received tax documents. Login to MyTaxOffice, which is our secure tax portal or Come in to the office.

CAN’T LOGIN? Schedule An Appointment

NOTE: Documents Emailed Will Not Be Processed!