Accurate, Stress-Free Tax Preparation & Filing
Federal, state, and multi-state return preparation handled by a seasoned tax specialist. Review our required document checklist below to ensure an accurate, seamless filing with maximum credits and zero delays.
Taxpayers should be sure to have all their information ready
Taxpayers using a professional tax preparer should make sure they have all their information readily available before their appointment. Collecting their information and getting copies of any missing documents before sitting down to prepare their return is critical to filing an accurate tax return. Having organized records and information in hand helps prevent filing errors and creates a smoother, faster tax filing experience.
Tax Preparation Document Checklist
Identification & Direct Deposit
- Social Security numbers / ITINs of everyone listed on the tax return (taxpayer, spouse, dependents)
- Bank account and routing numbers for fast direct deposit or electronic tax payment setup
Income & Wage Statements
- Forms W-2 from all employers during the tax year
- Forms 1099 from banks, financial institutions, and issuing agencies (unemployment, dividends, pensions, annuities, IRA/retirement)
- Form 1099-K, 1099-MISC, or W-2 for gig economy workers, independent contractors & freelancers
- Form 1099-INT for all bank, treasury & bond interest received
- Records of cryptocurrency, virtual currency transactions, NFT trading, and digital asset activity
Healthcare & Federal Credits
- Form 1095-A, Health Insurance Marketplace Statement (ACA healthcare reconciliation)
- Letter 6419 (advance child tax credit reconciliations and eligibility verification)
- Letter 6475 (economic impact payments & recovery rebate credit records)
- Receipts and documentation supporting childcare, dependent care, tuition/college fees, or charitable donations
Need IRS letters or payment records? Access your IRS Online Account
Taxpayers who didn’t receive their letters regarding Advance Child Tax Credit reconciliation (Letter 6419) or Economic Impact Payments to claim missing stimulus amounts (Letter 6475) can easily pull this from their secure IRS portal.
Log in to your IRS Online Account and review the Tax Records tab. For married couples filing jointly, each spouse must verify their own separate account records.
What taxpayers should do if they’re missing other documents
Taxpayers who didn’t receive a W-2 or Form 1099 should first contact the employer, payer, or issuing agency to request the missing documents. This also applies if an issued form contains an error in wages, withholding, or social security details.
If you still can’t obtain the forms in time, you can utilize Form 4852 (Substitute for Form W-2 or Form 1099-R). If a taxpayer does not receive the corrected form in time to meet the filing deadline, we can assist you in estimating the wages and taxes withheld to safeguard your timely filing with the IRS.
Authorized IRS e-file Provider Locator Service
Taxpayers looking for verified tax professionals should always consult the Authorized IRS e-file Provider locator service. This is a nationwide directory of businesses officially accepted into the IRS e-file program. Authorized providers are rigorously qualified to prepare, transmit, and process electronic returns with maximum security.
Our 4-Step Tax Filing Workflow
Gather Your Records
Collect your W-2s, 1099s, bank details, and any credit documentation using our checklist.
Book Your Slot
Schedule your consultation online. Meet in-person at our Albany office, via phone, or on Google Meet.
Review & Optimize
We analyze every deduction, credit, and filing status to legally maximize your refund or minimize liability.
Secure IRS E-Filing
We transmit your federal and state returns electronically with direct IRS acceptance confirmation.
Ready to File Your Return?
Book a one-on-one session with Viktor. We ensure every allowable credit is claimed, with zero guesswork and fast electronic IRS submission.