SERVICES
Individual income
tax preparation
Individual income tax preparation
that income tax preparation is
NOT a one fits all type of service.
What You
Should Know
What You Should Know
It’s very important to know that even if you feel that you are not REQUIRED to file a tax return, it may still be beneficial for you to do so.
Too many of us leave unclaimed tax dollars on the table for the government to use interest-free. Whether you are not filing a tax return and should be, are not maximizing on your filed tax return or are simply looking for that step up in service, we’re here to help.
At taxdoc we appreciate the uniqueness of everyone’s life situations and pride ourselves on providing an individualized experience for every person and family that comes our way. We listen very closely to all of our clients’ past experiences and recommendations in an ongoing effort to improve on the recommendations and strategies we promote from one family to the next. Our ultimate goal is to provide you with the highest levels of comfort, privacy and results.
What You Should Expect
We believe that constant communication is the absolute key to success in carrying out the most accurate and effective tax return and strategy for you and your family. We make sure to keep you constantly up-to-date with the progression of your tax return preparation via e-mail and our SECURE client portal.
We will communicate via your preferred method (E-mail, Phone, Zoom) to address all of your questions and concerns to make sure we don’t miss any important details.
We use a secure client portal, which you may access via the web or an app right on your smartphone that provides you with a simple method of uploading all of your documents to us simply by taking clear pictures of them.
Using our discussion and the documents we collect, we will prepare the most accurate individual income tax return possible with the most legally beneficial outcome to you.
After sending a copy of your tax return to you via the secure client portal, we are prepared to review line by line to make sure you are comfortable with understanding how the results were achieved.
We will share any insight and recommendations on how you can be more effective and efficient in your tax strategies for the year to come.
Preparing For Our First Communication
Please feel free to review the list below of some of the more commonly presented items that you may like to have prepared for your conversation with a taxdoc professional and/or to upload to the secure client portal;
• Driver’s License or State ID
• 1098-T ( Tuition Statement )
• Social Security Card For Everyone on Tax Return
• 1098 E (Student Loan interest Expense)
• Last 3 Years of Income Tax Returns (if available)
• 1095 Forms
• W2 Forms
• 1095 A ( Marketplace Healthcare Statement )
• 1099 Forms
• 1095 C ( Marketplace Healthcare Statement )
• 1099 MISC ( independent contractor income )
• Record of Child Care Expenses
• 1099 INT ( Interest Income )
• Record of Charitable Contributions
• 1099 DIV ( Dividend Income )
• Profit/Loss Statement for your Schedule C Business
• 1099 SSA (Social Security Income )
• Lists your total income and expenses by category
• 1099 C ( Cancellation of Debt )
• Profit/Loss Statement for your Schedule E Rental Property
• 1099 B ( Proceeds From Broker and Barter Exchange )
• Record of Estimated Tax Payments Made Throughout the Year
• 1098 Forms
• Any Forms Received but Not Listed
• 1098 ( Mortgage Interest Expense )
• List of Questions For Your taxdoc Professional
Preparing For Our First Communication
Please feel free to review the list below of some of the more commonly presented items that you may like to have prepared for your conversation with a taxdoc professional and/or to upload to the secure client portal;
