We are here to help ensure your tax preparation experience with Go Tax Services MI goes as smoothly as possible. Here we will help you with planning for your tax preparation. To help your tax return preparer, and to ensure your return is filled completely, you need to have the following required information available:
- Tax Payer - Current ID, Social Security Number, Date of Birth, Current Address, Phone Number, Email, Filing Status (Single, Married Filing Jointly, Married Filing Separately, Head of Household, Qualifying Surviving Spouse, Disability Status
- Spouse - Current ID, Social Security Number, Date of Birth, Phone Number, Email, Disability Status
- Dependent(s) - Name, Social Security Number, Date of Birth, Relationship to Tax Payer, Number of Months in Household, Student?, Disability Status, Do you provide more than 50% of dependents care.
- All Tax Forms - W2s, 1099s, 1098s, 1095-A (Health Insurance from Healthcare Marketplace)
- Any Other Forms Discussed During Initial Consultation.
- Amounts of Quarterly payments to IRS (if applicable)
- Schedule C / Small Business Information - See Schedule C blog
For State Returns:
- Household Information -
- Own: Property Taxes paid and Taxable Value of Home, Energy Efficient Updates, Heating Type, Heating Provider, Amount Paid to Heating Supplier for Tax Year
- Rent: Rental Property Address, Rental Company Name/Address/Phone, Rental Price per Month, Heating Type, Heating Provider, Amount Paid to Heating Supplier for Tax YearAmounts of Quarterly payments to State Treasury / Taxation Department (if applicable)
- Any Other Forms Discussed During Initial Consultation.
Direct Deposit Information Will Need To Be Provided, For Refunds, Upon Completion Of Return. Do NOT Send This Information Prior To Request
Add comment
Comments