TAX PREPARATION REQUIREMENTS
متطلبات إعداد الضرائب

Before we can get started on your tax return, please gather the following required documents and information. Having everything ready will help ensure a smooth and accurate filing process.

Individuals

For Individuals – Please provide the following (via email or in person):

W-2 forms
Social Security cards for each person, including dependents
Valid IDs for the taxpayer and spouse

Business Partnerships

Business Partnerships – Required Documents (if applicable):

Form 1065 & Schedule K-1s
Profit & Loss statement
1099-MISC & W-2s
Partnership agreement
Social Security cards & IDs for all partners

LLC, Corporation

Corporate Tax Filings – Required Documents (if applicable):

Secretary of State filing
Profit & Loss statement
1099-MISC forms
Schedule K-1s (if any)
Social Security cards & IDs of all corporate members

Home Owners

Homeowners – Required Documents (if applicable):

Form 1098 (Mortgage interest)
W-2 forms
Home-related expenses (e.g. property taxes, upgrades)
Social Security cards & IDs for taxpayer, spouse, and dependents

Contractors

For Contractors – Please provide the following documents (if applicable):

1099-MISC forms
Social Security cards for each person, including dependents
Valid IDs for the taxpayer and spouse

Businesses

Businesses – Required Documents (if applicable):

1099-MISC forms
Profit & Loss statement
Social Security cards & IDs for owners (and dependents, if filing jointly)
Business formation docs (e.g. Articles of Incorporation/LLC)
EIN confirmation letter (if available)

Accounting & Income Tax Services