Regardless of your filing status
Return taxpayers –
Since you are a return client, most of your information is still with us from the previous year, some of the information is not needed, but the SSN, ID card, and a direct deposit form are still required. Please, include them with your tax document every year.
Ready to take the next step?
Whether you are a new customer about to experience our services for the first time or a returning client who trusted us in previous years, we thank you for the opportunity to serve you. Your trust makes you a valued part of our growing business.
This is what all Taxpayer/Client will have to bring to the appointment.
- Government-issued Photo ID (if requested or asked)*
- Social Security card or ITIN letter (if requested or asked)**
- Deposit Form. If you do not have one, we make one available to you HERE**
- IRS letters or notices received during the year (if any)
- Form 1095-A (if you had Marketplace health insurance)
- Health insurance coverage info (if applicable) for 1095-C
- HSA – Health Saving Account from your work
- Form W-2 (for each job you have for the year)
- Please, include the last paystub for each one of the W-2 you have for the tax year.
- Form 1099-NEC, 1099-MIS, 1099-K, 1099-R, 1099-G, 1099-C, 1099-INT, 1099-DIV, 1099-B, or 1099-SSA, etc.
- Form 1098-T, or 1098-M for Mortgage
More document may be needed. If you have any other document you deem to be necessary for your tax, or you have doubt about a document as to, if you have to include it or not, please, just include it with your document. And feel free to send it with your tax documents, or separately to WhatsApp.
Please, DON’T forget your CASH and/or non-cash donations to charity organization such as Goodwill and Salvation Army or any other IRS qualified organizations.
To prepare an accurate and compliant tax return, the IRS requires us to verify the identity of every individual listed on the tax return, including the taxpayer, spouse, and any dependents.
Government-issued photo identification and Social Security numbers (or ITINs) help us:
- Confirm identity and prevent tax fraud or identity theft.
- Ensure the correct reporting of income, credits, and deductions
- Verify eligibility for tax benefits such as the Child Tax Credit, Earned Income Credit, and education credits
- Comply with IRS due-diligence and preparer compliance requirements
All information provided is kept strictly confidential and used only for tax preparation and filing purposes, in accordance with IRS regulations and data-privacy standards.
* Documents marked with an asterisk (*) are required to prepare and file your tax return if you are a new taxpayer. These items help ensure accuracy, compliance with IRS regulations, and timely processing of your return.
** Documents marked with two asterisks (**) are required for All RETURN CLIENT
Filing Statuses
This is for all states and filing statuses, married or no, with or without children.
👤 Single (No Dependents)
In addition to the general items listed above, if applicable:
If you are a new client, you will need to have the actual copy of your Social Security Card and a valid State or Federal Identification card. If you are a return client, please have your Social Security Card sent with your document. For all taxpayers, either new or return, must provide a Direct Deposit Form or Voided check for your refund to be deposited into.
To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.
Please check this list here to see if you have any of the item listed here.
Income Documents
- W-2 (employment)
- last paid paystub from each employer
- Any of the 1099s such as:
- 1099-NEC (non-employee compensation)
- 1099-MISC (Miscellaneous income)
- 1099-G (government-unemployment income)
- 1099-DIV (Dividends earned)
- 1099-INT (Interest income)
- 1099-R (retirement or pension distributions)
- 1099-SA (Social Security benefits)
Deductions & Credits (if applicable)
- Student loan interest (Form 1098-E)
- Tuition statements (Form 1098-T)
- IRA contributions
- Charitable contributions
- Mortgage Interest Statement (Form 1098 if you own a house)
- Solar panel contract if you have one or any type of solar contracts.
- Medical expenses (if itemizing)
- Vehicle contract if you purchase one during the tax year
💍 Married (Filing Jointly or Separately)
In addition to the general items listed above, if applicable:
If you are a new client, you will need to have the actual copy of your Social Security Card and a valid State or Federal Identification card for both, you and your spouse. If you are a return client, please have the primary taxpayer Social Security Card sent with your document.
To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.
Please check this list here to see if you have any of the item listed here.
Bring everything listed above, plus:
- Spouse’s photo ID
- Spouse’s SSN or ITIN
- Income documents for both spouses
- Prior-year return showing filing status
- Any prenuptial or separation agreements (if filing separately)
Income Documents
- W-2 (employment)
- last paid paystub from each employer
- Any of the 1099s such as:
- 1099-NEC (non-employee compensation)
- 1099-MISC (Miscellaneous income)
- 1099-G (government-unemployment income)
- 1099-DIV (Dividends earned)
- 1099-INT (Interest income)
- 1099-R (retirement or pension distributions)
- 1099-SA (Social Security benefits)
Deductions & Credits (if applicable)
- Student loan interest (Form 1098-E)
- Tuition statements (Form 1098-T)
- IRA contributions
- Charitable contributions
- Mortgage Interest Statement (Form 1098 if you own a house)
- Solar panel contract if you have one or any type of solar contracts.
- Medical expenses (if itemizing)
- Vehicle contract if you purchase one during the tax year
👨👩👧 Taxpayers WITH Children or Dependents which are called Head of Household – HOH Or Married Filing Jointly with Dependents or Surviving Spouse with Dependents:
This section covers the three filing statuses listed above, the Head of Household, Married couple, and widower. And each filing status here must have at least a child included in the return.
All parties must provide an actual copy of their Social Security Card and a valid State or Federal Identification card. For a child who does not have an ID, the parent must provide birth certificate.
If you are a return client, please have the primary taxpayer Social Security Card sent with your document.
To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.
Please check this list here to see if you have any of the item listed here.
Bring everything listed above, plus:
- Spouse’s photo ID
- Spouse’s SSN or ITIN
- Income documents for both spouses
- Prior-year return showing filing status
- Any prenuptial or separation agreements (if filing separately)
Dependent Information
- Full legal name of each child/dependent
- Social Security number or ITIN
- Date of birth
- Relationship to taxpayer
- Proof of residency (school, medical, or daycare records)
Child-Related Tax Forms
- Childcare expenses & provider info
- Provider name, address, EIN/SSN
- Form 1098-T (college students)
- Education expenses (books, supplies, tuition)
- Adoption records (if applicable)
Income Documents
- W-2 (employment)
- last paid paystub from each employer
- Any of the 1099s such as:
- 1099-NEC (non-employee compensation)
- 1099-MISC (Miscellaneous income)
- 1099-G (government-unemployment income)
- 1099-DIV (Dividends earned)
- 1099-INT (Interest income)
- 1099-R (retirement or pension distributions)
- 1099-SA (Social Security benefits)
Deductions & Credits (if applicable)
- Student loan interest (Form 1098-E)
- Tuition statements (Form 1098-T)
- IRA contributions
- Charitable contributions
- Mortgage Interest Statement (Form 1098 if you own a house)
- Solar panel contract if you have one or any type of solar contracts.
- Medical expenses (if itemizing)
- Vehicle contract if you purchase one during the tax year
🧑💼 Self-Employed / Schedule C (Sole Proprietor)
If you have a business reported on Schedule C:
Schedule C
In addition to the list below, provide the same information from the, SINGLE, MARRIED or HOH if your circumstances meet this one here. If either you or your spouse owns a small personal business, this here applies to the one operating the small business.
If you are a return client, please have the primary taxpayer Social Security Card sent with your document.
To all taxpayers who are expecting a refund, either new or return, must provide a Direct Deposit Form or Voided check for the refund to be deposited into.
Income
- Form 1099-NEC, 1099-MIS, 1099-K, etc.
- Gross receipts (cash, Zelle, Cash App, Venmo, Stripe, PayPal, etc.)
- Business bank statements summary
Expenses
- Mileage log (business miles)
- Vehicle expenses
- Office supplies & equipment
- Advertising & marketing
- Phone & internet (business portion)
- Home office info (square footage)
- Insurance
- Professional fees
- Licenses & permits
- Meals (business-related)
- Travel expenses
Other
- Prior-year depreciation schedule
- Asset purchase receipts (equipment, vehicles)
🏢 LLC, Partnership (Separate Business Return)
If you own a business outside Schedule C:
LLC / Partnership (Form 1065)
All the income sources and expenses must be furnished on an organized manner to facilitate the process of filing a timely return at a reasonable cost. If the accounting of the business is not done, we may charge an expedited accounting fee at a minimum of $160 her hour, and minimum of ten hours will be charged in advanced, depends on the size of the business and its books.
List of MUST have items:
- The IRS EIN letter or the Last business tax return. (just to Form 1065)
- The Article of Organization or Formation.
- Each owner’s personal information such as.
- Social Security Card
- Identification Card
- Address, Email, Phone, and Occupation.
Other needed Information
- K-1 (if already issued)
- Ownership percentages
- Business income & expense records
- Payroll records (if applicable)
- Balance sheet (if available)
🏢 S-Corporation or LLC treated as such. (Separate Business Return)
If you own a business outside Schedule C
S-Corporation (Form 1120-S)
All the income sources and expenses must be furnished on an organized manner to facilitate the process of filing a timely return at a reasonable cost. If the accounting of the business is not done, we may charge an expedited accounting fee at a minimum of $160 her hour, and minimum of ten hours will be charged in advanced, depends on the size of the business and its books.
List of MUST have items:
- The IRS EIN letter or the Last business tax return. (just to Form 1120-S)
- The Article of Organization or Formation.
- Each owner’s personal information such as.
- Social Security Card
- Identification Card
- Address, Email, Phone, and Occupation.
Other needed Information
- K-1 for shareholder(s)
- Ownership percentages
- Business income & expense records
- Payroll & reasonable compensation records
- Payroll records (if applicable)
- Officer salary details
- Business bank statements
- Prior-year corporate return
- Balance sheet (if available)
🏢 Corporation, or an LLC treated as such (Separate Business Return)
If you own a business outside Schedule C:
C-Corporation (Form 1120)
All the income sources and expenses must be furnished on an organized manner to facilitate the process of filing a timely return at a reasonable cost. If the accounting of the business is not done, we may charge an expedited accounting fee at a minimum of $160 her hour, and minimum of ten hours will be charged in advanced, depends on the size of the business and its books.
List of MUST have items:
- The IRS EIN letter or the Last business tax return. (just to Form 1120)
- The Article of Organization or Formation.
- Each owner’s personal information such as.
- Social Security Card
- Identification Card
- Address, Email, Phone, and Occupation.
Other needed Information
- K-1 (if already issued)
- Ownership percentages
- Business income & expense records
- Payroll records (if applicable)
- Balance sheet (if available)
- Financial statements (P&L, Balance Sheet)
- Payroll records
- Shareholder info
- Fixed asset schedules
Disclaimer
All personal, financial, and tax information provided to our office—including names, Social Security numbers, ITINs, dates of birth, income records, and identification documents—is kept strictly confidential. This information is used solely for the purpose of preparing, filing, and supporting your tax return, in accordance with IRS regulations and applicable federal and state privacy laws.
We maintain administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. Your information will not be shared with third parties unless required by law, authorized by you, or necessary to complete tax filing and compliance services.
We only share your information with the tax software company that we use to prepare the return, and if you did not pay our preparation fees up front, we will share your information with the bank that we use to collect our fees, and such bank is a pre-approved bank with the IRS and the tax software company.
Laniiic Services | PO Box 10280 Casa Grande, AZ 85130 | (602) 327-5076
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