REMOTE TAX PAPERS

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As a seasoned tax professional, I provide expert tax preparation services for individuals and small businesses, remotely delivered for maximum convenience. My goal is to ensure accurate and timely tax filings, while minimizing tax liabilities and maximizing refunds. With my expertise, you can trust that your taxes are in good hands.

What to Expect

  • Remote tax preparation services, allowing you to file your taxes from anywhere
  • Accurate and timely tax filings, ensuring compliance with tax laws and regulations
  • Minimized tax liabilities and maximized refunds
  • Personalized service and expertise, tailored to your unique tax needs
  • Convenient online document upload and secure communication                     

     Documents Needed For Services

    Valid government-issued ID (driver's license, passport, state ID)
    Social Security number or Individual Taxpayer Identification Number (ITIN)

    Income Documents

    W-2 forms from all employers
    1099 forms for freelance work, self-employment, or other income
    Interest statements (1099-INT) from banks and investments
    Dividend statements (1099-DIV) from investments
    Capital gains statements (1099-B) from investments

    Deduction Documents

    Medical expense receipts
    Charitable donation receipts
    Mortgage interest statements (1098)
    Property tax statements
    Business expense receipts (if self-employed)

    Dependent Documents

    Birth certificates for dependents
    Social Security numbers for dependents
    Child care expense receipts

    Other Documents

    Prior year's tax return (if applicable)
    Any tax-related notices from the IRS or state tax authority
    Business license (if self-employed)
    Retirement account statements (e.g., 1099-R)

    Additional Documents (If Applicable)

    Alimony paid or received documents
    Student loan interest statements
    Education expense receipts
    Home office expense receipts (if self-employed)
    Moving expense receipts (if applicable