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Toll Free: (877)-ETAX-123 | Fax: 561-516-6261

eTaxservice.com

eTaxservice.com

Income Tax Preparation

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What We Need

Here is a general list of required tax information. Your tax specialist will provide you with a personalized list that makes sense for your situation.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Last Year’s Tax Return (or Valid Driver’s License)
  • Name
  • Social Security Number (Tax ID Number for Business)
  • Date Of Birth (Each Family Member)
  • Voided check to insure correct direct tax deposit information

INCOME and TAX INFORMATION:

  • Wage Statements (W-2’s)
  • Interest/Dividends (1099-INT/DIV)
  • Stock Sales (1099 B/Broker Statement)
  • State/City Income Tax Refund (1099-G)
  • Alimony Received
  • Self Employment Income/Expenses (Business or Farm)
  • Rental Income/Expenses
  • Form K-1’s (Partnership/S Corporation/ Estate or Trust)
  • Sale of Any Assets: Business, Rental, Personal Residence
  • Pension/Profit Sharing/IRA/401K Distributions (1099R)
  • Social Security (Railroad Retirment) (SSA)
  • Unemployment Compensation (1099 G)
  • Gambling/Lottery Winnings (W-2 G)
  • Miscellaneous Income (1099-MISC)
  • Estimated Taxes Paid (Federal/State/City)

ADJUSTMENTS AND DEDUCTIONS :

  • IRA/SEP/401K Contributions
  • Alimony Paid
  • Education Expenses/Student Loan Interest (1099-T/1098-E)
  • Medical Insurance/Expenses
  • Real Estate/Personal Property Taxes/License Plate Fees
  • Charitable Contributions – Cash/Non-Cash
  • Employee Expenses (Auto/Entertainment/Travel/Moving/Educator Expenses)
  • Casualty or Theft Loss
  • Miscellaneous Expenses (Safety Deposit Box/Professional Fees/Uniforms/Union Dues/Etc.)
  • Residential Energy Credit (Receipts for windows, doors, insulation, etc.)

TAX CREDITS:

  • Child Care (Provider Name, Address, ID Number, Amount Paid)
  • Adoption Expenses

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Contact Information

Expatriate Tax Returns
Phone: 1-877-ETAX-123 (382-9123)
Fax: 561-516-6261

Corporate Office (Florida)
7865 Palencia Way, Delray Beach, FL 33446

Satellite Office (Michigan)
20164 Goddard Rd, Taylor, MI 48180

Satellite Office (UK)
16 Malvern Court, Onslow Square
London, UK SW7 3HU

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