TAX SERVICES
Integrity Multi Business Services provides help with individual and small business tax returns. We are up to date on all new education regarding the recent tax law changes and updates. Let us help you get a tax return you deserve. We have handled all types of backgrounds and situations so no matter how difficult your return might be, it will be handled in the best way possible.
WHAT TO BRING
Schedule your appointment today!
Personal Information for each family member
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Name
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Date of Birth
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Social Security Number/ ITIN/ ATIN
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Last Year's Tax Return
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Valid ID or Driver's License
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Income and Tax Information
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W-2’s
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Interest (1099-INT or substitute)
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Dividend Slips (1099-DIV or substitute)
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Stock Sales (1099-B or Broker Statement)
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Self-Employment Income and Expenses
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Sale of a Personal Residence
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Rental Income and Expenses
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Sale of any Business Assets
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Gambling or Lottery Winnings (W-2G for some winnings)
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State Income Tax Refund (1099-G)
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Pension Income (1099-R)
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Estimated Taxes Paid
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Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
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IRA or 401(k) Distribution (1099-R)
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Non-employee compensation (1099-NEC)
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Unemployment Compensation (1099-G)
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Miscellaneous Income (1099-MISC)
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Deductions and Adjustments
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Medical Expenses
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Real Estate or Personal Property Taxes
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Mortgage Interest
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Charitable Contributions (cash and non-cash)
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Employee Business Expenses
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Gambling Losses
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Moving Expenses
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Traditional IRA Contributions
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Higher Education Expenses
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Educator Expenses
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Student Loan Interest
Deductions and Adjustments
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Medical Expenses
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Real Estate or Personal Property Taxes
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Mortgage Interest
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Charitable Contributions (cash and non-cash)
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Employee Business Expenses
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Gambling Losses
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Moving Expenses
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Traditional IRA Contributions
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Higher Education Expenses
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Educator Expenses
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Student Loan Interest
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Did you own or rent?
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Vehicle registrations?
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Are you a student
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Tax Credits
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Dependent's personal information
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Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
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Adoption Expenses
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Retirement Savings Contributions Credit
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* Please bring all corresponding forms and documents that apply. Remember, all documents will vary depending on the situation. Once filed, you can check the status of your refund on the IRS website under, "Where's My Refund"
Let's Work Together
Stephanie
