Tax Preparation Services (Business Opportunities - Investment)

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Item ID 3080967 in Category: Business Opportunities - Investment

Tax Preparation Services


Whether you are looking for tax reduction strategies, feel that your return has become more complex, or need to catch up on a couple of years’ returns, Infinity Tax & Financial Planning is available to serve all of your tax needs. Let us take the stress of tax preparation off your hands—all you need to do us give us the information and we will handle the rest.

Services Available:

Tax Return Preparation
1040 Individual Tax Returns
1120 Corporate Returns
1120S S-Corporate Returns
1065 Partnership Returns
1041 Estate & Trust Returns
990 Exempt Organization Returns
709 Gift Tax Returns
Tax Reduction Strategies
Self Employment Tax Solutions
Tax Planning


Personal documents
Bring ALL documents below.

Photo ID
Social Security Numbers for you, your spouse, and any dependents
Birth-date for you, your spouse, and dependents on the tax return
Bank account and routing number or a voided check for direct deposit of your refund if applicable
Copy of your last 2 tax returns
Income
Bring all documents that apply.

W-2 Forms
For all jobs last year (your employer(s) will have sent you this by January 31st)
W-2G Statements for prizes or lottery/gambling winnings
1099 Forms
1099-G for refund of state/local income taxes
1099-G for unemployment benefits
1099-R for disability or pension income
1099-Q for qualified education programs
1099-NEC and/or 1099-K
1099-Misc from other income sources
1099-B from broker and barter exchange
1099- Dive from dividends and distributions from your financial institutions
SSA-1099 form for Social Security benefits
1099-INT for interest income from your banks
1098 Forms
1098-T for scholarships/fellowships
1098-E for student loan statements
1098 from your bank or lender
Self-Employment/Rental Homes
Records of income not reported on 1099 forms
Records of expenses including receipts, credit statements, etc.
Record of estimated tax payments
Income or loss from rental property
Closing Statements for any rental property sale or purchase
Mortgage statements and property tax bills for your rental homes
Other Documents
Income or loss from the sale of stocks, bonds, or real estate
Alimony received
Retirement contributions, including a 401(k) or IRA
State and local taxes you’ve paid
Mortgage statements and property tax bills if you are a homeowner
Childcare expenses, including provider’s address and federal tax ID number
Receipts for charitable donations
Medical and dental bills
Records for supplies used as an educator
Closing Statements for any property sale or purchase
Energy efficiency improvements made on your home
1095-A Health Insurance Market Place
Crypto currencies
Car tag registration
Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”


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Target State: Alabama
Target City : Huntsville
Last Update : Sep 06, 2025 9:36 AM
Number of Views: 32
Item  Owner  : Rachael Campbell
Contact Email:
Contact Phone: (None)

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2025-09-09 (0.392 sec)