Documentation

Time to prepare your income tax?
Do not know which documents are needed? Do not worry!

Before going to one of our offices, check the check-list below all the documents you need to have on hand to avoid inconvenience and wasted time!

Income Tax Plus thinking about your tranquility and agility in your care!
 

1) Documents for preparation of personal income tax:
(Individuals)

  • Paragraph of your Social Security and all dependent / taxpayers of his family:

(If you do not have Social Security, you can bring the number of your ITIN). If you are representing the 1st time and still do not have the ITIN, the Income Tax Plus can order one for you. For this, just bring your passport not expired.

  • form W2

  • form 1099

  • Bank Statement

Report of the interest if you own property, bring your Mortgage Statement (report sent by the Bank, with total interest paid by your estate)


2) Documents for the preparation of income tax of company:
(Person legal)

  • The FEIN (Federal Employer Identification Number) of your company.
  •         
  • Bank Statement of all accounts in the name of your company
  •        
  • Balance Sheet
  •      
  • Profit & Loss

Income Tax Plus Offices

FRAMINGHAM
100 Concord St
Framingham, MA 01702
(508) 872 5597

SOMERVILLE
371 Somerville Ave
Somerville, MA 02143
(617) 666 9992

WORCESTER
122 Shrewsbury St
Worcester, MA 01604
(508) 425 6388

Newsletter

Sign up and receive information about our services.

Chat