TAX PREPARATION

Service Description

WELCOME NEW CLIENTS When new customers come to M&M TAX services to have their tax returns prepared, they should generally bring the following documents and information: Identification: Bring a valid photo ID for all individuals included in the tax return, such as a driver's license or passport. Social Security Numbers: Ensure you have Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs) for yourself, your spouse, and any dependents. Income Documents: Gather all relevant income-related documents, including: W-2 forms from employers 1099 forms for freelance or contract work Statements for interest, dividends, and investment income Rental income records Social Security statements Any other income sources Expense Documentation: Bring records of deductible expenses, such as: Receipts for medical expenses Property tax statements Mortgage interest statements (Form 1098) Business expense records (if applicable) Educational expense documents Proof of Deductions: If you plan to itemize deductions, provide documentation for expenses like charitable donations, unreimbursed work-related expenses, and any other deductions you plan to claim. Health Insurance Information: Bring proof of health insurance coverage for yourself and your dependents, which may include Forms 1095-A, 1095-B, or 1095-C. Bank Account Information: If you want your refund directly deposited into your bank account, bring your bank's routing and account numbers. Previous Year's Tax Return: Having your previous year's tax return can be helpful for reference. Other Relevant Information: Inform your tax preparer about any other financial changes or significant life events that may affect your tax situation. It's essential to check with M&M TAX services or your tax preparer to confirm specific requirements or any additional documents they may need based on your unique tax situation. Keep all documents organized and ready to streamline the tax preparation process.

Contact Details

• 1620 West Forest Home Avenue, Milwaukee, WI, USA

  414-316-9100

  mandmtax@gmail.com