"SELF EMPLOYED, W2 EMPLOYEE,

STUDENT, OR FAMILIES?

I'VE GOT YOU COVERED.

FILE WITH SOMEONE WHO DOES THE WORK!

GUIDANCE FOR 1099, SELF-EMPLYED, AND W-2 INCOME

EDUCATION CREDITS LIKE AOTC & LIFETIME LEARNING

EARNED INCOME TAX CREDITS (EITC) & DEPENDENT CREDITS

MAXIMIZE DEDUCTIONS TO REDUCE TAXABLE INCOMES

STRESS-FREE, ACURRATE, AND PROFESSIONAL TAX FILING

DON'T MISS OUT ON CREDITS AND DECUTIONS

IDENTITY PROTECTION PIN

IRS PHONE NUMBERS | TAXPAYERS

IRS Individual Accounts

800-829-1040
Mon-Fri, typically 7am-7pm local time
Personal tax returns
Refund issues
Payment plans
Notices & letters
Account balance questions

IRS Payment & Collections

(Automated Collections)

800-829-7650
Back taxes
Installment agreements
Payment enforcement

Refund Status (Automated)

800-829-1954
"Where's My Refund?" (faster than live agent)

IRS Notices & Letters

800-829-8374
CP notices
Audit letters
Balance due letters

IRS Business & Specialty Tax Line

800-829-4933
Mon-Fri, 7am-7pm local time
EIN questions
Payroll taxes (941, 940)
Business tax returns
Business notices
Business payment issues

International Callers

267-941-1000 (not toll free)

TTY / Hearing Impaired

800-829-4059

Pro tip for clients

Call early morning or late afternoon mid-week reduces hold times.

Always have:

SSN or EIN

Last filed return

IRS notice number

CLIENT DOCUMENT LIST

Upload all documents or bring it to your appointment. Only submit what applies to YOUR tax situation

IDENTIFICATION

Valid & Unexpired Driver's Licenses / State ID
Social Security Card

INCOME FORMS

W-2 Forms
1099 Forms (NEC, MISC, K, G, R, SSA-1099, etc.)
Last Year's 1040
Mileage (if applicable)
Marketplace Insurance Form 1095-A

ADDRESS VERIFICATION

Lease Agreement
Rent Receipts
Utility Bill

DEPENDENTS

Birth Certificates
Social Security Cards
School Records
Medical Records
Childcare Provided Statement/Expenses
Court Documents (Custody or Support Order, if any)

OTHER IMPORTANT DOCUMENTS

Form 8283 (Charitable Donations over $500)
Bank Account Informations (Routing & Account Numbers)
ANY Letters and Identity Notices
IP PIN (if you have one)