Welcome to Smart Tax
Tax Specialist Accountant
 Delaina Shakir, CEO 
Call Us 770-882-8311

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If you want to maximize your tax dollars please have all necessary information relevant to your tax situations.


* Accounting / Bookkeeping * Tax Consulting Services * Prior Year Returns * Notary

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1099-A HUD-1 Escrow statement for property you bought or sold,

1098-T Statement of educational expenses (college tuition)

1098-E Statement of student loan interest paid

1098-Mortgage Interest Statement

Summary of moving expenses

Summary of your child care, day care, or adult day care expenses (Provider or Individual).

Real Estate Taxes

Health care expenses (doctors, dentist, health insurance, eye care, medicine, cost of prescription)

Gifts to charity

Tax preparation fees

Job -related expenses (union dues, job education, uniforms,]

Dry cleaning

Loss of property due to casualty or theft

Car registration fees


INCOME:


OTHER TAX DOCUMENTS:


Name-AS APPEARS ON SOCIAL SECURITY CARD

Social Security #

Birthday (month/day/year)

School name


PRIMARY TAXPAYER-Name, Social security#, birthday

Bank Acct(Routing & Bank Acct and Bank name

Email address( set up with yahoo.com)

Name, address, phone numbers (2), city, state, zip code

Rental Information: Landlord name, address, city, state, phone number.


DEPENDENTS:


OTHER INFORMATION:


W-2s from your employers

1099-MISC Forms for self-employment income (spreadsheet, notebook, any written document).

1099-INT (interest) and 1099-DIV (dividends) forms,

1099-B forms showing brokerage trades in stocks and bonds,

K-1 forms for income from a partnership, small business, or trust,

1099-SSA form showing Social Security received

1099-R -Retirement Distribution (IRA, TRADITION, SEP, ROLLOVERS, CONTRIBUTIONS)

1099-DIV-Dividend Statements

1099-INT-Interest Statement

1099-G -Unemployment

1099-WG-Gambling Winnings Statement/Gambling losses

Other Income- Proof of jury duty pay, alimony, monies received for performing services

Record of income and expenses for your rental property

Record of income and expenses for your self-employment

If you paid estimated taxes, bring a summary of your federal and state estimated payments and canceled checks.