Our returning clients will only need to complete the “Individual 1040 Organizer”, however, if your tax situation is more complex, you may need to complete additional organizers to provide more information about your tax situation.
There is no need to complete organizers that do not apply to you.
|Individual 1040 Return (New Clients)||Individual 1040|
|You had income reported on Form 1099-NEC / Small Business||Self-Employment (Schedule C)|
|You had Farm Income and Expenses||Self-Employment (Schedule F)|
|You had Income and Expenses from renting a house/condo or vacation rental||Rental Property (Schedule E)|
|You sold your home||Sale of Home|
|If you purchased a new home or Refinanced an existing mortgage, you should bring a copy of your HUD or Settlement Closing Statement to your tax interview.||Home Buyer|
Downloadable Files and forms Below
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For all your tax and accounting related needs, turn to our seasoned specialists over at Beavercreek Tax Service. Send us a message to book an appointment or ask a question.