300 W Main St Bldg B, Ste 213 Northborough, MA 01532

Jan - Apr 15 | 8 AM - 7 PM (Monday - Sunday)
Rest of the year: By Appointment Only

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Tax Return Checklist

1. Personal information

  • Full names of the taxpayers
  • Dates of birth
  • Social security numbers

2. Dependent information

  • Names
  • Dates of birth
  • Social security numbers
  • Relationship
  • Whether the taxpayer has full custody of the children or if they split custody

3. Income

Wages (W-2s)

Foreign income (if any)

  • If you had foreign bank accounts with a combined balance of more than $10,000 at any point during the calendar year, please provide the name of the bank(s), address, account number, maximum account value of the account during the year, currency type.

Investment income

  • Interest income (1099-INT)
  • Dividend income (1099-DIV)
  • Capital gains (1099-B)
  • Reports for any cryptocurrency transactions

Business income and expenses (for sole proprietors)

  • Revenue
  • Copies of any 1099-NEC received
  • Total for income not included on 1099-NECs
  • Expenses
  • Automobile expenses
  • Office supplies
  • Phone expenses
  • Interest expenses
  • Equipment
  • Legal and professional fees
  • Business meals and entertainment
  • Dues and subscriptions
  • Continuing education
  • Travel expenses
  • Other business expenses

Retirement income

  • Pension income
  • IRA distributions
  • Social security income

Income and expenses for any rental properties

State tax refunds received

Unemployment compensation received (1099-G)

Alimony received (for divorces finalized prior to 12/31/2018)

Income from pass-through entities

  • K-1s from partnerships and s-corporations
  • Dividend income from c-corporations

4. Adjustments to income

  • Health insurance paid for self-employed individuals
  • Student loan interest
  • Educator expenses for teachers

5. Deductions

  • Medical expenses (if they will exceed 7.5% of the taxpayer’s income)
  • State taxes paid or sales tax paid in states without state income taxes
  • Property taxes paid
  • Personal property taxes, such as DMV fees based on a vehicle’s value
  • Mortgage interest
  • Mortgage balances if the mortgage balances are in excess of $750,000
  • Investment interest paid
  • Cash donations
  • Non-cash donations
  • Receipts are required if the total deposit is over $500
  • Vehicle donations require a 1098-C from the charity that received the vehicle
  • Items valued at more than $5,000 require an appraisal which must be submitted with the return

6. Documentation for potential credits

  • Invoices for solar panels
  • Purchase agreements for electric vehicles
  • Education expenses for higher education (1098-T)
  • Foreign taxes paid (often listed on 1099-DIV)

7. Estimated tax payments

  • All payments made throughout the year along with dates

8. Other information needed to prepare and file the return

  • Copy of the prior year’s tax return for new clients (to look for carryforwards)
  • Email addresses (if using electronic signatures)
  • Phone numbers
  • Bank information if scheduling direct deposit of refunds or electronic payments of the taxes due
  • Documentation of health insurance coverage (1095-A, 1099-HC)
  • Copies of any notices received from any taxing authorities
  • Identity protection PIN (if applicable)

Table of Contents

Irinas professionalism and willingness to go above and beyond was so important for our tax preparations for our corporate filings. She fluidly new all answers to our questions and was available on demand as we needed to make certain internal deadlines. Her assistance was so greatly appreciated and therefore is highly recommended!

Dino Schnare

Irina has been doing our taxes for years now and is always prepared, knowledgable and efficient. Highly recommend!!

John McLaughlin

Top notch service! Extremely knowledgeable and easily accessible should you have any questions. Been a happy customer for many years. Highly recommended!

Pure Italian

Irina showcased the highest degree of professionalism and expertise, and her attention to detail is amazing. I would recommend her to friends and family for their accounting needs.

David R

Irina has been doing my taxes for years, in fact, been so happy with her services my whole family goes, The best part, if i need to speak to her after tax season she is always avail– great service and spot on tax work, i would highly recommend her.

Kevin Schumacher

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I've been helping taxpayers with their finances for 14 years now, right in Northborough, MA. As an EA, I tackle even the trickiest tax situations for people worldwide. But here's what really matters to me: I want you to feel valued, and not just another client. Let's work together to get your finances in order, this time without the stress and confusion. After all, your peace of mind is just as important to me as the service I provide.
Irina Dergachev, Enrolled AgentCEO & Founder, Irina's Tax Services
Irina Dergachev, Enrolled Agent

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