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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