It's THAT time again!
Tax Time is here! To help you get yourself ready, here is a checklist of the things I will need to complete your tax return....
Copies of your and your spouse’s ID - drivers license
Social security numbers for everyone in your household that you plan to list on your tax return.
All W-2 statements
All 1099 statements received. May be 1099NEC, 1099Misc, 1099R, 1099SSA
Any 1098 statements received, ie mortgage interest statements, student loan interest
Any financial (cash/check) charitable contributions made.
If you have 1099NEC or own a small business that does not require a separate tax return….
A list of income and expenses for the entire year
A list of the value of any assets belonging to the business (furniture/equipment/cash on hand at the end of the year)
If you use your vehicle for work, a mileage chart along with the year, make, model, and date the vehicle was put in service.
If you purchased health insurance, the amount you paid for the year (year end statement or form 1095)
If you use a home office, the square footage of the inside of your home and the square footage of the office space.
A list of any payments you made to the IRS for estimated taxes, if you any.
Your banking information for your payment/refund. Routing & Account # and whether it is checking or savings acct.
If this is your first year with me, a copy of last year’s tax return.
You may get these documents to me by uploading them to your MyTaxPortal account, you may send them to my encrypted email jen@McCrackenTax.com, hand-deliver, or postal service.
While I am actively working on your tax return, if I have any additional questions, or need any additional documents, I will get in touch with you via text or email.
When your tax return is complete, I will send you a copy for review along with a signature request for filing, and an invoice. If everything looks correct, you may sign the form and send it back for electronic filing. Once payment is received, I will file your return.
When the IRS accepts your return, I will send you a complete filed copy of your tax return along with confirmation from the IRS that it was accepted.