Tax Preparation

Businessman using a calculator to calculate tax while sitting at the table

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”