S. Anderson's Tax Preparation Services and Safety Measures

Providing income tax and paralegal services, S. Anderson introduces safety measures for the upcoming tax season, including virtual options for document submission. Clients can conveniently submit their tax documents through various channels to ensure a smooth tax filing process.

• - Tax preparation - Income tax - Paralegal services - Safety measures - Virtual options

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Uploaded on Mar 20, 2025 | 0 Views

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1. S.ANDERSONS BUSINESS SERVICE (INCOME TAX & PARALEGAL)

2. 2 0 21 TA X S E A S O N 2 0 21 TA X S E A S O N G R E E T I N G S T O A L L G R E E T I N G S T O A L L T A X D A Y S T A R T S 0 1 / 2 4 / 2 2 T A X D A Y S T A R T S 0 1 / 2 4 / 2 2 I hope all of you are safe and in good health. 2022 will be better for everyone . I am initiating the changes I had last tax season, because safety is a priority. For the most part, I will not be seeing any in-person clients. However, if you wear a mask, I will try to accommodate you. I am fully vaccinated and boosted, however this new strand of virus doesn t care. Below are several other options, for your convenience for submitting and completing your taxes. PLEASE SEE THE FOLLOWING: 1) You can submit your documents by mail to LIST OF TAX PREPARATION FORMS, DOCUMENTS Use the checklist below to gather your documents and other forms that you will need to file your taxes. you can contact me at 951-233-3095 and I will meet you so you can drop off your paperwork. PLEASE WEAR A MASK! 11660 Church Street, #336, Rancho Cucamonga, CA 91730 2) Upload your documents on my website at: tax-pro-sandersons.com (IT IS SAFE AND SECURE) 3) Email your documents to sataxes247@tax-pro-sandersons.com 4) As a last resort (Please use 1, 2 OR 3),

3. TAXABLE INCOME FORMS, DOCUMENTS ___ Most common Income, deduction forms ___ W-2 Form(s) for Wages, Salaries, and Tips ___ Interest Income Statements: Form 1099-INT & 1099-OID ___ Dividend Income Statements: Form 1099-DIV ___ Sales of Stock, Land, etc. for Capital Gains: Form 1099-B ___ Sales of Real Estate: Form 1099-S ___ State Tax Refunds: Form 1099-G ___ Alimony received or paid ___ Unemployment Compensation received: Form 1099-G ___ Nonemployment Compensation: Form 1099-NEC ___ Miscellaneous Income: Form 1099-MISC ___ Retirement Income: Form 1099-R ___ Social Security Income and Railroad Retirement Income: Form SSA-1099 ___ Business Income and Expenses ___ Rental Income and Expenses ___ Farm Income and Expenses ___ Form K-1 Income from Partnerships, Trusts, and S-Corporations ___ Tax Deductible Miles Traveled for Business Purposes

4. TAX CREDITS ___ Child Tax Credit ___ Child Care Provider Address, I.D. Number and Amounts Paid for the Child and Dependent Care Credit ___ Earned Income Tax Credit (EITC) ___ Adoption Expense Information for the Adoption Tax Credit ___ Foreign Taxes paid ___ First Time Home Buyer Tax Credit TAX DEDUCTIONS, EXPENSES ___ Medical Expenses for the Family ___ Medical Insurance Paid ___ Self-employed Business Expenses ___ Prescription Medicines and Drugs ___ Doctor and Dentist Payments ___ Hospital and Nurse Payments ___ Tax Deductible Miles Traveled for Medical Purposes ___ Home Mortgage Interest from Form 1098 ___ Home Second Mortgage Interest Paid

5. ___ Real Estate Taxes Paid ___ State Taxes Paid with Last Year's Return (if claiming itemized deductions) ___ Personal Property Taxes Paid ___ Charitable Cash Contributions ___ Fair Market Value of Non-cash Contributions to Charities ___ Unreimbursed Expenses Related to Volunteer Work ___ Tax Deductible Mileage for Volunteer Purposes ___ Casualty and Theft Losses ___ Amount Paid to Professional Preparer Last Year ___ Unreimbursed Expenses Related to Your Job ___ Miles Traveled Related to Your Job ___ Union and Professional Dues ___ Investment Expenses ___ Job-hunting Expenses ___ IRA Contributions ___ HSA, FSA Contributions ___ Student Loan Interest Paid from Form 1098

6. Tax Estimate Payments ___ Estimated Tax Payments Made with ES Vouchers or Online ___ Last Year's Tax Return Over-payment Applied to This Year ___ Off Highway Fuel Taxes Paid General Information ___ Copy of Last Year's Tax Return ___ Social Security Numbers for You and Your Spouse ___ Educational Expenses for You and Your Spouse ___ Dependents' Names, Years of Birth, and Social Security Numbers ___ Dependents' Post High School Educational Expenses ___ Child Care Expenses for Each Dependent ___ Prior Year Adjusted Gross Income (AGI) - how to find last year's adjusted gross income (AGI) ___ Routing Transmit Number (RTN) (For direct deposit/debit purposes) ___ Bank Account Number (BAN) (For direct deposit/debit purposes)