A S Tax Service LLC must stay compliant with the IRS; Tax Identification Numbers are mandatory items on your checklist.

All taxpayers will need the following to do their taxes.

• Unexpired ID (front & back).

• Your social security card or tax ID number.

• Your spouse’s unexpired ID and social security card.

• Please provide your Identity Protection PIN if the IRS has issued one to you, your spouse, or your dependent.

• The bank name, routing, and account numbers are used to receive your refund by direct deposit. 

Dependent(s) Information

• Social security card(s) for everyone on tax return.

• Birth certificate (optional) 

Sources of Income

Please provide ALL tax forms that show earned and unearned income.

• W-2’s 

• 1098’s,

• 1099’s,

• Social Security, SSI Benefits, State Assistance

• Self-Employed (PLEASE schedule a free call with me prior to any self-employed returns)

Childcare Expenses

  Fees are paid to a licensed daycare center or family daycare for the care of an infant preschooler or child up to age 12.

• MUST have signed letterhead from a provider with the child’s name, provider name, business EIN or social number, dates, and amount paid out of pocket. 

Health Insurance

• Form 1095-A IF you enrolled in an insurance plan through the Marketplace (Exchange). 

Educational Expenses

• Forms 1098-T from educational institutions. Receipts for all out-of-pocket school expenses. 

MICHIGAN RESIDENTS ONLY

• If you paid rent during the tax year, provide your landlord's name and address, dates of rent, and payments paid out of your pocket.

Utility bill dated JANUARY 2024, pages 1 & 2 for Michigan Home Heating Credit