• Tax Preparation Checklist

    The requirements for filing your taxes vary based on your individual situation, which can be complicated to navigate. We're here to assist you every step of the way! Before submitting your client intake form, please review the checklist below to identify the tax documents and forms relevant to your specific situation. Use this checklist to make sure you have all the required documents ready for submission.

  • Sign Up for IDme!

    Click here to sign up for an IRS account

     

    Q: Why do I need to sign up for ID me?
    A: IRS now offers a sign-in option with ID.me, which offers access to IRS online services with a secure account that protects your privacy. It will allow you to access your child tax credit and stimulus notices without having to wait for them in the mail. Also, it will allow us to access past tax returns and notifications if necessary.

  • Please submit copies of all required documents from the list below:

  • Personal Information

  • This section covers the personal information needed to file your taxes.

  • Dependent's Information

  • If you are a parent or caregiver, you will need the following information before filing your tax return.

  • Income Documentation

  • Employed
  • Unemployed
  • Self-Employed
  • Rental Income
  • Retirement Income
  • Savings & Investments or Dividends
  • Other Income and Losses

  • Deduction Documentation

    You likely won't need all of the documents listed below for your return. Mark off the ones that are relevant to your tax situation.
  • Home Ownership
  • Charitable Donations
  • Medical Expenses
  • Health Insurance
  • Childcare Expenses
  • Educational Expenses
  • Educator Expenses (K-12 Educators)
  • Retirement & Other Savings
  • Federally Declared Disaster

  • If you have any questions or concerns, don't hesitate to contact us at info@reliablebooksservices.com

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