Tax Preparation Services

• Form 1040 – U.S. Individual Income Tax Return
• Form 1040-X – Amended U.S. Individual Income Tax Return
• Form 1065 – U.S. Return of Partnership Income
• Form 1120 – U.S. Corporation Income Tax Return (C corporations)
• Form 1120-S – U.S. Income Tax Return for an S Corporation
• Form 1041 – U.S. Income Tax Return for Estates and Trusts
• Form 706 – United States Estate (and Generation-Skipping Transfer) Tax Return
• Form 709 – United States Gift (and Generation-Skipping Transfer) Tax Return
• Form 990 – Return of Organization Exempt From Income Tax
• Form 990-EZ – Short Form Return for Tax-Exempt Organizations
• Form 990-N (e-Postcard) – Annual Electronic Notice for small nonprofits
• Schedule C (Form 1040) – Profit or Loss From Business
• Schedule E (Form 1040) – Supplemental Income and Loss
• Schedule F (Form 1040) – Supplemental Income and Loss
• Other forms and schedules available

• Forms W-2 for wages, salaries and tips, and additional information regarding overtime pay.
• All Forms 1099 for interest, dividends, retirement, miscellaneous income, unemployment compensation, nonemployee compensation, tips not reported on Form W-2, Social Security, sales of digital assets, state or local refunds, gambling winnings, payment card or third party network transactions, etc.
• Brokerage statements showing investment transactions for stocks, bonds, digital assets, etc.
• Schedule K-1 showing income from partnerships, S corporations, estates and trusts.
• Statements and receipts supporting qualified educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.
• Statements from U.S. Department of Education supporting federal student loan forgiveness.
• All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage or the Premium Tax Credit.
• All Forms 1099-QA and/or 5498-QA related to ABLE (Achieving a Better Life Experience) account .
• All Forms 1099-H related to Health Coverage Tax Credit (HCTC) advance payments.
• Statements supporting deductions for mortgage interest (Forms 1098), taxes, and charitable contributions (including any Form 1098-C).
• Statements supporting deduction of auto loan interest (Forms 1098-VLI) for a new vehicle purchased for personal use in 2025.
• Statements supporting the receipt, exchange, sale, use, or any other disposition of a digital asset
• Copies of closing statements regarding the sale or purchase of real property.
• Legal papers for adoption, divorce, or separation involving custody of your dependent children.
• Six-digit Identity Protection PIN for use during calendar year 2026, if sent to you by the IRS.
• Any tax notices sent to you by the IRS or other taxing authority.
• A copy of your income tax return from last year, if not prepared by this office.

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