In order for us to prepare your return more efficiently, please provide us with the following information:

INCOME ITEMS

1. 1. W-2 Salaries paid to you by your employer. 
   2. 1099-B Sales of stocks & bonds.
   3. 1099-DIV Dividends Earned.
   4. 1099-G Unemployment Compensation and/or State or Local Refund. 
   5. 1099-INT Interest income earned and 1099-MISC freelance work earnings.
   6. l099-R Distributions from IRAs, pensions, annuities.
   7. K-1 Earnings from S-Corps, Partnerships, Estates & Trusts.

(*)For each sale listed on the 1099-B, please provide the related purchase information including amount and date acquired.

EXPENSE/DEDUCTION ITEMS

1. 1. 1098 Mortgage Interest paid, Points paid
   2. Real Estate taxes paid, and dates they were paid.
   3. Contributions/Donations made to charity, cash and/or clothing, etc. If more than $250 to a particular charity, you must retain a statement from the charity. 
   4. Un-reimbursed medical expenses and un-reimbursed employee expenses.

OTHER ITEMS

1. 1.  If this is the first year we are preparing your tax return, please provide us with a copy of your last-year tax return.
   2. Any new dependents this year? if so please provide your full name, date of birth, and social security number. 
   3. If you want your refund electronically deposited to your bank account, provide your bank routing and account number. You can find these numbers at the bottom of your personal check, or you can just send us a voided check.
   4. Your contact information Phone and Email.
   5. Date of birth for you, your spouse, and your dependents.

1. Tax Organizer
2. Document Checklist for Individual Tax Return
3. Schedule C
4. Schedule E

Click to check your federal refund: Federal Tax Refund

Click to check your state refund: Alabama    Arkansas  Arizona  California  Colorado  Connecticut   

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See our tax calculator for individual tax preparation. Our fees are generally 10% to 30% less than other service providers such as H&R Block.

SK Financial CPA's Audit Protection Service is a proactive measure designed to shield clients from the financial and emotional burdens of tax audits. Upon enrollment, clients gain access to a team of seasoned CPAs and tax professionals who provide comprehensive support. This includes expert representation during audits, meticulous document preparation, and coverage of eligible expenses incurred throughout the audit process.

This tax credit helps low- to moderate-income families get a tax break through The Earned Income Tax Credit. These surviving taxpayers can use this credit or manage their taxes. They can check their qualification criteria, and they might be able to increase their refund.

A taxpayer can receive tax benefits and more credits after having a new family member. This can also lower the current tax liability. The IRS has introduced the IRS Withholding Calculator to help taxpayers estimate their required withholding tax. Employees should submit an updated W4 to their employees within 10 days from when the qualifying event that affects their withholdings occurred.

The taxpayer can avail of a tax credit of up to $2000 per qualifying child. The taxpayer can go through the IRS interview assessment, where it can be found out who could be eligible as a dependent. And to check if a child or dependent qualifies for a tax credit, taxpayers can visit Child or Dependent Qualifying Criteria

If a taxpayer doesn’t qualify for the child tax credit, it can apply for the Other Dependents Credit. It is a nonrefundable credit for each qualifying dependent other than a qualifying child. Taxpayers can check Other Dependent eligibility criteria to determine if they qualify for it.

To get tax benefits from the IRS through parental reference, you must provide some identification of your child or dependent. Three solid proofs are given below for strong reference:

• Social Security number
• Adoption Tax Identification Number
• Individual Tax Identification number

The child’s birth confirmation will be the first step towards eligibility for credits and deductions, as there is no other way the IRS can assess your request for credits

If the taxpayers are paying a babysitter for their child or dependent while they are at work or using some other means to overlook their child or dependent, they might be eligible for the Child and Dependent Care Credit regardless of their income. In the case of daycare expenses, taxpayers may get up to 35% of daycare expenses with some specific limits.

Yes. Expenses made by families during the adoption process of a child can be claimed as a tax credit. The families can apply for any type of adoption, including international, domestic, private, or public foster care adoptions. This tax credit can be applied to each adoptive child