new client?? It is best to provide a copy of the last tax return filed.
unexpired - Drivers License, State ID,or Passport for identification
Social Security Card ~ Proof of residence (school record)
All tax forms received
~ W2~ 1099-MISC ~1099-NEC ~1099-G ~ 1099-INT ~ 1099-DIV ~ 1099-R ~ K-1 ~
Name of School and list of education expenses.
College provides form 1098-T or form 1099-Q for Education Savings
Day Care provides EIN# and address.
Depending on your coverage you will receive....
Form 1095-A 1095-B or 1095-C
This information will be needed to do a reconciliation. It is my best advice to create a login directly with IRS portal.
Sole Proprietorship - Partnership - Corporate
Name - EIN if applicable
Total receipts/invoices paid to business along with any form 1099s received.
worksheet showing business expenses - must be signed and dated.
~~ I advise everyone to review their bank account online or monthly statement to verify all deposits are remembered. ~~
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