Corporate Taxes

Personal Information:

• Social Security Number (or ITIN)

• Filing status (Single, Married Filing Jointly, etc.)

• Dependents’ information (if applicable)

Income Documents:

• W-2s from employers

• 1099s (like 1099-NEC for self-employment, 1099-INT for interest, 1099-G for unemployment, etc.)

• Bank statements or investment forms (like 1099-DIV, 1099-B)

• Self-employment income (influencers often track income from brand deals, affiliate sales, etc.)

Deductions/Credits (if applicable):

• Student loan interest

• Mortgage interest (Form 1098)

• Education costs (Form 1098-T)

• Charitable donations

• Medical expenses

• Retirement contributions

• Childcare expenses

• Business expenses (if self-employed)

Health Insurance Info:

• Form 1095-A, B, or C (Marketplace, employer, or government-provided insurance)

Direct Deposit Info:

• Bank routing and account numbers for your refund (if applicable)