Tax Preparation Requirements
Tax Documents Upload Requirements:
In order for us to efficiently and accurately prepare your taxes, we highly recommend downloading the "Taxes to go" app available on both Google and Apple stores.
- Driver’s License: Upload a clear photo of your driver’s license.
- Direct Deposit Information: Provide a screenshot of your direct deposit details and upload it.
- Filing Notes: Specify the tax year you are filing for, and indicate whether it is a first-time filing or an amendment. If it’s an amendment, state the relevant years.
- Social Security Documentation: Upload a photo of your Social Security card, as well as Social Security cards and birthdates for any dependents.
- Proof of Income for Self-Employed Individuals: Upload any documents that verify your income, such as bank statements, and transaction records from platforms like Cash App, Apple Pay, Zelle, Venmo, Square, PayPal, Shopify, or Stripe.
- Cash-Based Income Declaration: If your income is cash-based, provide a typed “To Whom It May Concern” letter stating your income source. Include your business name, EIN, address, phone number, email address, and your name. Calculate your total income for the year or provide an estimate. Write the estimated income on a note in your phone as “cash-based, Schedule C income,” take a screenshot, and upload it through the Taxes To Go app.
- Mortgage or Educational 1099s: Upload any relevant 1099 forms for mortgage or educational expenses.
- Healthcare Forms: Provide any government healthcare documents from Obamacare or Healthcare.gov.
- IRS Identity Protection PIN: Obtain an IP PIN from the IRS website using this link and email the pin to client@bwaconsulting.org once retrieved with the subject IP PIN. https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin Ensure all documents are clear and accurately uploaded to facilitate your tax filing process. Once you have completed uploading all required documentation please email your tax code to client@bwaconsulting.org
PHONE 800-590-9837
EMAIL info@bwaconsulting.org