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Flash Tax LLC

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856-335-3234

Flash Tax LLC

Signed in as:

filler@godaddy.com

  • Home
  • Services
  • Client Portal
  • Financial Planning

Account


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  • My Account
  • Sign out


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Suggested Information to Provide for your Appointment:

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Income Items:


  • Form W-2(s) Wage statements
  • Form 1099-INT Interest Statements
  • Form 1099-DIV Dividend Statements: Please make sure that you have all cost basis information (Date bought and purchase price)
  • Form 1099-B Stock Transactions
  • Form 1099-R Pension & IRA Statements
  • Form 1099-SA Social Security Statements
  • Form 1099-G Gambling Statements
  • Unemployment Compensation

Businesses and Rental Properties:


  • Business Income and Expenses (Schedule C)  Download a copy of our Schedule C Template to help prepare your income and expense items.
  • Form K-1 from ALL business ventures
  • Rental Income and Expenses (Schedule E)

Deduction Items:

  • Form 1098-T Tuition Paid
  • ​Form 1098-E Student Loan Interest
  • Form 1098 Mortgage Interest
  • ​Out of Pocket ​Medical Expenses for NJ residents
  • ​Charitable Giving/Contributions
  • Childcare Expenses? Provide the EIN, Name, Address and Amount Paid
  • SSN for all new dependents

Coronavirus Relief Items:

  • Form 1099-R Penalty-Free Retirement Plan distributions
  • Form 1099-G Unemployment
  • Stimulus Payment Letter
  • Charitable contributions: Special $300 tax deduction helps most people give to charity (before 12/31/20) – even if they don’t itemize

Direct Deposit or Direct Debit?

If you want your refund or balance direct deposited or debited bring your Routing and Account Number.

New Clients:

Please provide a copy of your prior year's tax return (Federal and State) as well as a copy of your Driver's License. 

Real Estate Transactions:

Have you bought or sold a home or rental property? Please provide the HUD statement or Closing Disclosure for all properties bought or sold in the tax year.


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