GIGTAXX
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Get Yourself Organized
To prepare your tax return, documents are essential.
Download the Master Organizer with Templates (zip)
Upload the following:
Last Year's Tax Return (New Clients Only)
Photo ID (New Clients Only)
Bank Account Routing and Account Number for Direct Deposit of Refund
W2 forms from your Employer (one for each job)
1099-INT from your Bank (if you had interest income)
1099-G Unemployment Income Statement (if any)
1099-B and 1099-DIV (if you had investment income)
1099-SSA Retirement Income Statement (if any)
1099-MISC for Contractors and Self-Employed
1099-SA from your Health Savings Account (if any)
Business Records for Self-Employed Individuals (please download the
organizer
)
IRA Contributions (Roth IRA, Traditional IRA, SEP IRA, Solo 401K, etc)
1098-T Tuition statement from your school
Receipts for student book purchases
1098-E Student Loan Interest Statement (if you made payments on student loans)
1095-A, 1095-B, or 1095-C Health Insurance Statement
1098 Mortgage Interest Statement from your Lender
Closing HUD-1 Statement (if you bought or sold home or real estate)
Charitable Donation Records/Receipts
Child Care Expenses (including Tax ID of provider)
1099-R Statement (if you withdrew from a retirement account)
Convenience Options
Mobile Office at Your Favorite Urban *Spot*
In-Person and Remote Appointments Available
Secure Document Upload and Transfer
E-File and E-Signature
Pay with Cash, Check, Credit Card, and Convertible Currency
HOME
NEW CLIENTS
PAYMENTS
CONTACT
Home
New Clients
Details
Payments
Contact