Tax Solutions

Ready to File Your Taxes? 

Please fill in our Intake form and Provide supporting documents below.

YYA TAX SOLUTIONS INTAKE (CLIENT) FORM

***IMPORTANT***

This list is a reminder of what document you will need to claim specific credits/exemptions.

⦁ Do you have a copy of your last year's tax return? (Only if we didn’t file)

⦁ What is your Marital status? DO you have dependents?

⦁ Did you receive a W2?

⦁ Did you receive unemployment? (1099-G)

⦁ Did you receive other income? (1099-MISC)

⦁ Are you self-employed? Did you have a side hustle? (1099/1099nec)

⦁ Do you pay a mortgage? (1098)

⦁ Did you pull from your retirement? (1099-R)

⦁ Did someone watch your child while you worked or look for work? (2441)

⦁ Did you or your dependent go to college? (1098-T)

⦁ How many years were you in school? (If currently going to school/college)

⦁ Did you invest in Stocks? (1099-B)

⦁ Did you use cash app, Venmo, or PayPal to provide goods or services? (1099-K)

⦁ Did you have rental income? 

⦁ Do you have any out-of-pocket medical, dental, charitable contributions, property or local taxes, paid mortgage interest, and casualty/theft losses? (add related document!)