Here is a list of common documents and information required to prepare tax returns:

1. Personal Information: Your name, date of birth, Social Security number, and home address.
2. Income Statements: W-2s from your employer(s), 1099-G forms for unemployment income and state or local tax refunds, 1099-INT, 1099-DIV, and 1099-B for interest, dividends, and stock sales, 1099-R and SSA-1099 for retirement plan distributions and Social Security benefits, 1099-S for income from the sale of your residence or other property, 1099-MISC for income from a rental property, 1099-Q for distributions from a 529 plan or Coverdell ESA, 1099-SA for distributions from a health saving account (HSA), and Schedule K-1 for income from a pass-through business, trust, or estate.
3. Deductions: Mortgage interest statements, property tax statements, charitable donation receipts, medical expense receipts, and education expense receipts.
4. Self-Employment and Business Records: 1099-NEC or 1099-K showing income earned as an independent contractor, records of business expenses, and records of any transactions involving cryptocurrency.
5. Dependent Information: Dependents’ name (as it appears on their Social Security card), dates of birth, and Social Security numbers (or tax ID numbers), and Form 8332 if your dependent child’s custodial parent is releasing their right to claim the child as a dependent.

This is not an exhaustive list, but it should give you a good idea of what documents and information we’ll need to prepare your tax returns.

If you aren’t sure if a document or form will be needed, upload it anyway to your secure document sharing folder. Better safe than sorry.

If You Are New Tax Client to MKA, Begin With Step #1 Below

STEP #1 – ENGAGEMENT AGREEMENT FOR ALL TAX SERVICES

• Engagement Agreement for Tax Services
  • Required for all new tax clients (businesses and individual tax clients use this form)

STEP #2 – SECURE DOCUMENT SHARING FILE – Guest Access

• Use this link to access the Secure Document Sharing File
• You will receive notice from the firm by email when your permanent client portal is set up.
• Reminder: All new clients must upload a photo id and a copy of the prior year returns
• For your protection: Never send confidential documents by email to the firm
• Important: Only clearly scanned documents should be uploaded to the document portal. Never upload screen prints or photos of tax documents or financial reports.

STEP #3 – TAX ORGANIZER QUESTIONNAIRE

• Tax Organizer Questionnaire for All INDIVIDUAL/FAMILY Tax Services
  • Use this form if you are required to file IRS Form 1040 and/or IRS Form 1040 with a Schedule C
  • MKA is unable to prepare tax returns without a completed organizer form
  • If you are unsure about the answer to any question, indicate “unsure”
  • If a question does not apply to your situation, skip or write “NA”

• Annual Tax Organizer for Business Tax Services
  • Use this form if you are required to file IRS Form 1065 and/or IRS Form 1120S.
  • MKA is unable to prepare tax returns without a completed organizer form
  • If you are unsure about the answer to any question, indicate “unsure”
  • If a question does not apply to your situation, skip or write “NA”

STEP #4 – CLIENT’S AUTHORIZATION TO SCHEDULE & PREPARE TAX RETURNS

• Client’s Authorization to Schedule & Prepare Tax Returns 
  • PLEASE check carefully to be sure that ALL tax-related documents that will be needed to prepare your returns have been uploaded. Additional charges may be added to your service invoice if it becomes necessary to work on your returns multiple times because of missing or incomplete information.
  • All Clients must complete this form AFTER they have uploaded all tax documents and information that the firm will need to prepare BUSINESS and/or PERSONAL / FAMILY tax returns.
  • This form is required. So that we can streamline the process of preparing tax returns for our clients and promote efficiency, MKA will not schedule tax returns to be prepared until our clients assure us that everything that might be needed by the tax preparer is uploaded to the Secure Document Sharing Folder.

If You Are Returning Tax Client to MKA, Begin With Step #1 Below

STEP #1 – TAX ORGANIZER QUESTIONNAIRE

• Each January, MKA uploads a pre-populated tax organizer questionnaire for all returning tax clients.
• All returning clients will be notified by email when tax organizers are ready for review and signature.
• Complete this form as soon as possible. MKA cannot prepare tax returns without a completed form.

STEP #2 – SECURE DOCUMENT SHARING FILE

• Use this link to access the Secure Document Sharing File
• Upload all of your tax related documents at your earliest opportunity
• Important: Only clearly scanned documents should be uploaded to the document portal. Never upload screen prints or photos of tax documents or financial reports.

STEP #3 – CLIENT’S AUTHORIZATION TO SCHEDULE & PREPARE TAX RETURNS

• Client’s Authorization to Schedule & Prepare Tax Returns 
  • PLEASE check carefully to be sure that ALL tax-related documents that will be needed to prepare your returns have been uploaded. Additional charges may be added to your service invoice if it becomes necessary to work on your returns multiple times because of missing or incomplete information.
  • All Clients must complete this form AFTER they have uploaded all tax documents and information that the firm will need to prepare BUSINESS and/or PERSONAL / FAMILY tax returns.
  • This form is required. So that we can streamline the process of preparing tax returns for our clients and promote efficiency, MKA will not schedule tax returns to be prepared until our clients assure us that everything that might be needed by the tax preparer is uploaded to the Secure Document Sharing Folder.

• MKA Quarterly Estimated Tax Services Agreement 

• Request For Form 1099 – NEC Services 
  • Form 1099-NEC is a tax document used to report non-employee compensation paid by a business or trade to an individual or partnership.
  • Form 1099 -NEC must be prepared and provided by January 31 each year to anyone that you or your business may have paid more than $600 to if they are self-employed, a freelancer, contractor or work a side gig job.
  • Form W9 should be completed by anyone that you employ as a contractor or gig worker. MKA will require a copy of all W9 forms to prepare and file Form 1099-NEC on your behalf.

FREE SIX-MONTH FILING EXTENSION REQUEST – BUSINESS RETURNS

• Client Request for Six Month Filing Extension – BUSINESS RETURNS
  • Required only for all BUSINESS tax clients who need a filing extension (New clients & Returning clients)

FREE SIX-MONTH FILING EXTENSION REQUEST – PERSONAL/FAMILY RETURNS

• Client Request for Six Month Filing Extension – PERSONAL RETURNS
  • Required only for all PERSONAL/FAMILY tax clients who need a filing extension (New clients & Returning clients)