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Contact us from wherever you are, whenever!

Email

Info@bdtaxgroup.com

Address

1201 NW 13th ST # 427B, Boca Raton, FL 33486.

Phone

(561) 541 4284

Tax Info Form

Please complete this form as accurate as possible. Once you “Submit” this form, one of our professional tax practitioners will reach out to you to review and make sure you get the best situation!
Your Taxes
Here is a common list of documents/situations you may have. These documents maybe needed to file your return.

- Most common tax forms/Info needed:
- W2 - Employment Income
- W2G - Gambling Winnings
- 1099G – Unemployment
- 1099 Misc/K/R/Int/Div - Self-employment/Retirement/Misc Income
- K1 - Business Shareholder Income
- Self-Employed Business Expenses
- Rental Income/Expenses
- 1099-SSA Social Security
- 1095A Obamacare/Marketplace
- 1098 Interest Paid (Mortgage/Student Loans)
- Significant Charitable Donations
- Significant Medical Expenses
- Childcare Expenses
- Higher Education Expenses
- Retirement Savings

Valid examples of identification (your tax preparer may need one or more of these items):

- Driver's License
- State Identification
- Social Security Cards
- Birth Certificates
- Child daycare/school/medical records

*Amount received for child tax credit & stimulus (if this is inaccurate your return maybe delayed)
Below please attach your tax documents that you have, when you click "Choose File" you should be able to attach or take clear pictures of docs

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