IQ Tax & Accounting Services 

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Documents:
Last year tax return for new clients only
  • 2 - Social Security Numbers (spouses and dependents)
  • 3 - W-2 forms for this year
  • 4 - Birth Dates for spouse and dependents.
  • 5 - Self-Employed Business Expenses.
  • 6 - Any 1099 form or 1098.
  • 7 - Social Security benefits.
  • 8 - Child Care Provider name, address and Tax ID number. “ If you are paying an individual then bring their name, address and social  security number “.
  • 9 - Alimony “If you paid or received alimony we need to report how much and  the social security number of the payer or recipient”
  • 10 - Form 1098 Mortgage Interest & Real Estate Taxes Paid.
  • 11 - Moving Expenses if you moved more than 50 miles  for work.
  • 12 - Charitable Expenses.
  • 13 - Medical Expenses are deductible if more than 10 % of your adjusted gross income.
  • 14 - Estimated Tax Payment made for the year.
  • 15 - Jury Duty Pay.
  • 16 - Adoption Expenses.
  • 17 - K-1 income from Partnerships, S Corporations & Trusts.