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Tax Document Checklist
- Personal Information: Social Security Numbers (SSNs), Taxpayer Identification Numbers (TINs), Bank Account Details
- Income Documents: W-2 Forms, 1099 Forms (NEC, MISC, K, INT, DIV, B, R, G), Schedule K-1, Form SSA-1099
- Adjustments to Income: IRA Contributions, HSA Documentation, Student Loan Interest (Form 1098-E), Educator Expenses
- Itemized Deductions: Mortgage Interest Statement (Form 1098), Property Taxes, Charitable Contributions, Medical Expenses
- Credits: Childcare Expenses, Education Expenses (Form 1098-T), Energy Efficiency Receipts
- Investments and Savings: Year-End Investment Account Statements, Retirement Plan Documents
- Other Income: Alimony Records, Gambling Winnings/Losses, Crypto Transactions
- Business/Rental Income: Profit and Loss Statements, Rental Income Records
- Tax Payments: Estimated Tax Payments, Prior Year Refunds
- Tax Correspondence: IRS Notices, Last Year's Tax Return
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Why Choose Our Tax Return Services?
Why Choose Our Tax Return Services?
Why Choose Our Tax Return Services?
At Own Your Finances (OYF), we’re more than just tax preparers; we’re your trusted financial partners. Here’s why you should choose OYF for your tax return needs:
Maximize Your Refund
Why Choose Our Tax Return Services?
Why Choose Our Tax Return Services?
Our team of tax experts ensures you claim every deduction and credit you’re entitled to. We go beyond basic tax preparation to help you maximize your refund and minimize your tax liability.
Personalized Attention
Why Choose Our Tax Return Services?
Personalized Attention
We understand that everyone’s financial situation is unique. That’s why we offer tailored tax solutions based on your specific needs, whether you’re filing as an individual, a small business owner, or a freelancer
Stress-Free Tax Filing
Stress-Free Tax Filing
Personalized Attention
Tax season can be overwhelming, but with OYF, it doesn’t have to be. Our streamlined process simplifies tax filing:
- Upload your documents securely online.
- Let our experts handle the preparation.
- Review and approve your return before submission.
Comprehensive Services
Stress-Free Tax Filing
Comprehensive Services
From federal and state tax filing to specialized services like business tax returns and IRS audit support, we offer a full range of solutions to meet your needs.
Transparent Pricing
Stress-Free Tax Filing
Comprehensive Services
No hidden fees or surprises. We provide upfront pricing, so you know exactly what to expect. Choose from flexible plans to suit your budget.
Secure and Confidential
Secure and Confidential
Secure and Confidential
Your financial data is safe with us. We use bank-grade encryption and strict privacy protocols to ensure your information remains secure.