Have you ever thought about the credits and deductions that you could have? What about you could possibly overlook your tax liabilities? Tax law is so complicated that most people should have professionals to make it easier to understand. As a professional CPA firm, we are on your side, and look for your best interests in compliance with tax law.
Checklist for filling a tax return
A. Basic information of individuals and family members
1, valid documents: driver’s license or passport, etc.
2, social security card (number), tax number
3, home address
4, the birthday of each member of the family
5, a copy of the bank checking account, used for direct bank transfer when tax refund or tax reimbursement
B. Proof of income
1, W2
2, 1099-INT
3, 1099-DIV
4, 1099-B
5, 1099-G
6, 1099-SA
7, 1099-R
8, 1099-UC
9, W-2G
10, 1099-MISC
11, independent business, casual workers, etc.
12, rental income from housing
13, K-1, S-type business and partnership income
C. the child has lived in the United States for more than six months.
1, child school certificate or family doctor’s office certificate
2, child birth paper
D. child kindergarten or after-school class care expenses proof
1, kindergarten or after class name, address, tax number, telephone, etc.
2, a copy of the payment receipt or check, summed up
E. the child’s college tuition certificate
1, the school has provided the paid tuition form 1098-T
2, the school has provided the paid interest loan form 1098-E
F. the 1095 form provided by the insurance company
G. the relevant information of the house to own or rent
1, the bank provides loan interest 1098 table
2, the house tax paid
3, rental housing needs to provide 2017 full-year rental income and various expenditures, etc.
H. other income, such as stock trading income, housing sales, gifts, etc.