This is everything I'll need to complete someone's taxes. Click here to send an email
Drivers license(s)
Account and routing numbers (if you want direct
deposit)
All W2s and or 1099s
Occupation
Physical address if different from id
Specifically for your business, please Give me:
Type of business/service offered
Name of business (if applicable)
Address of business (if different from home
address)
Ein number (if available)
Any and all expenses in the following areas or categories:
Advertising/marketing
Auto and travel (car note, insurance, hotel stays,
etc)
Cleaning and maintenance
Commissions
Labor
Insurance
Legal and other professional fees
Management fees
Meals
Mortgage interest paid to banks, etc
Other interest
Repairs
Supplies
Taxes
Utilities (internet, cell phone, etc)
# of miles driven for business purposes
Note: If not sure whether to include something, send it anyways and we will sort it out.
