Today's tax laws are so complex that filing
even a relatively simple tax return can be confusing. It’s
not surprising that preparing your own income tax return
can leave you with more questions than answers. That’s
why millions of taxpayers utilize tax professionals to
prepare and electronically file their tax returns. It’s
just too easy to overlook the deductions and credits to
which you are entitled. Nationally, over 75% of
taxpayers believe they benefited from using a
professional tax preparer.
At Richard Tax Services LLC you will find trained tax preparers who
understand your tax situation. We will address your
concerns and answer all of your questions with
professional, fast, and friendly service – the way it’s
meant to be! We make customer service our top priority,
so when you’re looking for a tax preparation firm, Richard Tax Services LLC is your best choice.
Here is what you will need to bring with you…
of identification (Drivers
License, Government issued Photo I.D.)
Security Cards for you, your spouse and dependents and/or a
- Number verification letter issued by the Social
Security Administration. If you or your dependent is not
eligible to get a Social Security Number, you may need to obtain
an Individual Taxpayer Identification Number (ITIN). We can help
you do this.
dates for you, your spouse and any dependents on the tax returnWage
and earning statement(s).
- Form W-2, W-2G, 1099-MISC and 1099-R, from all
employers and payers. If you have not received your Forms W-2 from your
employer and want to know what to do, we can help. Call us.
and dividend statements - Forms 1099-INT and 1099-DIV.
Security, State Income Tax refund and Unemployment Compensation
statements - Forms SSA-1099 and 1099-G.
on Broker and Barter Exchange Transactions - Form 1099-B.
of rental income and expenses.
- IRA contributions, and alimony
paid or receivedMortgage
Interest Statement - Form 1098;
and records of the purchase or sale of your residence.
of medical, eye care and dental expenses Receipts
for cash and non-cash charitable contributions.
- A copy
of last year’s Federal and State returns.
amount paid for a day care provider and the day care provider's
tax identifying number - the provider's Social Security Number
or Employer Identification Number.
file taxes electronically on a married filing joint tax return,
both spouses must be present to sign the required forms.
- Expenses Receipts or Bank statements.