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Office in Clayton, NC

Apply for $1250 EASY ADVANCE in 24 Hours or Less with No Charge to You! 

Individual & Business Tax Return

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Over 30 years Experience

Tax Prep Checklist

Personal Information

  • SSN or ITIN, full dates and Birth dates for everyone included on your return
  • Valid DL/State issued ID, Passport, Military I.D. Resident Alien, Matricula Consular
  • Proof of address for taxpayer and all dependents (Examples: Utility bills, Medical records, School records)
  • Childcare records (including the provider’s ID number)

NOTE: If you are not the parent of the dependent a signed note will be required explaining why the parent did not claim the dependent (example: Parent had no income).

Income/Investments

  • All forms that say W-2, 1098, 1099 or Schedule K-1
  • If self-employed need all records for income and expenses for the year, business licenses and business EIN
  • Interest income from bank accounts
  • Purchase date and total investments in any stocks or property you should

Miscellaneous/Itemized Deductions

  • Records of any contributions you made to IRA’s, other retirement plans, and HAS’s
  • Records of tuition and other higher education expenses (including 1098T)
  • Childcare records (including the provider’s ID number)
  • Mortgage interest, real estate and personal property tax records
  • Records of cash amounts donated to houses of worships, schools, and other charitable organization
  • Employment-related expenses of state/local income tax paid (dues, travel, and publication, tools uniform cost and cleaning)
  • Job search/ moving expenses
  • Affordable Care Act Form 1095-A if you enrolled an insurance plan through the Federal or a state Marketplace
Customer Data Form
  • Your Information
    0
  • First Name*
    1
  • Middle Name*full name
    2
  • Last Name*full name
    3
  • Social Security Number*full name
    4
  • Date of Birth*
    5
  • Occupation*Occupation
    6
  • Address*full name
    7
  • Marital Status*full name
    8
  • Email*a valid email address
    9
  • Phone*Phone
    10
  • Enter the name of the person who referred you to recieve $25*full name
    11
  • Spouse Information
    12
  • First Name*name
    13
  • Middle Name*name
    14
  • Last Name*name
    15
  • Occupation*Occupation
    16
  • Email*a valid email address
    17
  • Spouse Date of Birth*make a booking
    18
  • Enter Spouse SSN*full name
    19
  • Dependents
    20
  • List dependents name, date of birth, social security number, relationship, and months lived in your home below.
    21
  • Dependents name, DOB, SSN, Relationship, Months lived in your home*
    22
  • Itemize*
    23
  • Possible Legal Deductions
    24
  • Do you have health insurance*select your country
    25
  • Do you or any of your dependents attend college?*select your country
    26
  • Do you pay for child care?*select your country
    27
  • Medical & Dental Expenses Paid $*
    28
  • Charitable Contributions:*
    29
  • Taxes Paid on
    30
  • Real Estate Tax*
    31
  • Personal Property Tax*
    32
  • State Income Tax*
    33
  • -
    34
  • Interest Paid on Home Mortgage*
    35
  • 1099 or Self Employed
    36
  • Are you self employed*select your country
    37
  • If self employed do you receive a 1099 form*select your country
    38
  • Type of Business*full name
    39
  • Business Name*full name
    40
  • Business EIN number*full name
    41
  • Enter gross receipts for the year*full name
    42
  • Advertising*
    43
  • Repairs & Maintenance*
    44
  • Car & Trucking Expenses*
    45
  • Supplies*
    46
  • Legal & Professional Services*
    47
  • Taxes & Licenses*
    48
  • Office Expenses*
    49
  • Travel*
    50
  • Rent or Lease Payments*
    51
  • Meals*
    52
  • Utilities/Telephone*
    53
  • Other*
    54
  • Educational Expenses
    55
  • Student Loan Interest*
    56
  • Post-secondary, Tution & Fees*
    57
  • Files*upload files hereUpload Documents Here
      58
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    You can email or fax tax documents to
    Fax: (919) 573-0913
    Email:TriangleTaxGroup@gmail.com

    Send us an email we would love to hear from you

    Important Numbers

    IRS …… (800) 829-1040
    IRS Refund Hotline: (800) 829-1954
    IRS Debt Offset: (800) 304-3107
    NC State Tax Refund Hotline: (877) 252-4052

    Our Contact Info

    Address: 8382 Six Forks Road Suite 101 Raleigh, NC 27615
    Business Hours: Everyday 9am-9pm
    Phone: (919) 870-1099
    Fax: (919) 573-0913

    Triangle Tax Group