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Info@bdtaxgroup.com
(561) 541 4284
1201 NW 13th ST # 427B, Boca Raton, FL 33486.
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About Us
Our Team
Entrepreneurs
Small Business
Expatriates
Personal Taxes
Contact Us
Contact Us
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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!
First Name
Last Name
Email
Phone
What is generally the best time to reach you? (we may initially contact you when we receive your submission to set up your review) *
Morning
Afternoon
Evening
Anytime
How do you normally file?
Single
Head of Household
Married Filing Joint
Married Filing Single
Widower
Do you claim any dependents?
Yes
No
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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Doc Upload 10
Please write any extra relevant notes that may help:
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