Tax Information Sheets
The pages listed below are used for information to help speed up the process of your return without the need to ask for the necessities and only imortant details that may not have been listed on the pages below. If you are a returning client then you are not required to fill the information below.
Just click on the images and it will bring up a pdf file of the selected page and you will be able to download and/or print out the papers.
Tax Client Information Sheet
This page is for basic information such as:
Your current address
Yours/Spouse Phone Number
Have health insurance
is family and/or dependents
Routing and account number
*You do not have to fill out if you smoke. That information is only applied if you smoked during the year of 2013 and are filing 2013 taxes.
Possible Tax Deductions Sheet
This page is for out of pocket expenses that has not been reimburesed to you by your job and/or expenses for your business.
The sections are
Medical & Dental
Miscellaneous and Employee Business Expenses
Self-Employed Business Expenses
*If you made less than $20,000 for the year then you cannot use the this page
The Dependents Sheet is for any dependents that you be claiming on your taxes. You will only need this sheet if you are a new client or have not claimed a dependent with us before. The photo below shows who in your family can be claimed as a dependent. If not family list him/her as other and their relationship with you.
This sheet is for the taxpayer's ID and SSN if they are a new client and if Married Filing Joint(MFJ) then the Spouse's ID and SSN is also required.
EIC Reasonable Inquiries Sheet
This EIC Sheet asks questions about the dependents that you may be claiming on your tax return and determines if you are eligible for Earned Income Credit.
*This page is not required to bring in but will help speed up the process of your return.