YOU'LL NEED
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
CLIENTS TRUST OUR TAX EXPERTS
Why Choose Our Tax Return Services?
At Own Your Finances (OYF), we go beyond tax preparation to serve as your trusted financial partners. Here's why OYF is the right choice for your tax return needs.
Maximized Refunds
Our tax experts help you claim every deduction and credit, maximizing your refund and minimizing your tax bill.
Personalized Attention
Tailored tax solutions for individuals, freelancers, and small businesses—maximizing returns with accuracy.
Easy Filing
Tax season is easy with OYF. Upload documents, experts prepare, and you approve before submission.
Extensive Services
We provide federal and state tax filing, business tax returns, and IRS audit support to meet all your needs.
Fair Pricing
No hidden fees—just upfront, clear pricing with flexible plans to fit your budget perfectly.
Safe and Secure
Your data is safe with us, protected by bank-grade encryption and strict privacy protocols.
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(903) 225-9305