New Client Information & Required Tax Documents

If you’re new to IntegriSolutions, we’ll need the following information and tax documents to ensure an accurate and efficient tax preparation process.

Personal Information

• Full Name(s) (as shown on your Social Security card)

• Social Security Number(s) (for you and any dependents)

• Date(s) of Birth (for you and any dependents)

• Current Address & Phone Number

• Filing Status (Single, Married, Head of Household, etc.)

• Occupation (for you and your spouse, if applicable)

Income & Financial Documentation

• W-2s, 1099s, and all sources of income (Social Security, Retirement Benefits, Bank Interest, Alimony, Gambling Winnings, etc.)

• Form 1095-A (if you had medical insurance through the Affordable Care Act)

• Investment Statements (for all stock sales, dividends, or capital gains)

• Mortgage Form 1098 (for homeowners)

• Property Tax Amount (if not included in an impound/escrow account)

• Closing Statements (for any home purchases, sales, or refinancing)

Additional Tax-Related Documents

• Child Tax Credit Information (if applicable)

• Small Business Owners: Business name, type of business, income, and expenses

• Rental Properties: Address(es), rent received, expenses, and property value at the start of rental use

• College Expenses: Form 1098-T and total out-of-pocket expenses for books, supplies, etc.

• Virtual Currency Transactions: Confirmation of whether you received, sold, exchanged, or acquired financial interest in cryptocurrency (e.g., Bitcoin)

• Your most recent tax return (if available)

• Bank Account & Routing Number (for direct deposit of tax refunds)

Submitting Your Tax Documents

For remote tax preparation, we accept scanned PDFs or high-quality photos of your tax documents.

Learn how to create PDFs from photos on:

• iPhone – Apple Support

• Android – Google Support

Photo Tips for Best Results:

• Ensure good lighting—avoid harsh shadows from overhead lights.

• Use natural side lighting, like a window, for clear, even exposure.

• Hold the camera directly over the document to minimize distortion.

Final Steps

Once your return is complete, we will:

1. Notify you of your refund amounts.

2. Email you an invoice and Form 8879 (the IRS e-file authorization form).

3. Upon receiving your signed Form 8879 and payment, we will e-file your tax return with the IRS.

Payment Options: We accept Venmo and PayPal.

If you have any questions, contact us—we’re happy to help!

ADDITIONAL DETAILS

INCOME SOURCES

Accurately reporting all your income is essential to avoid penalties and interest for under-reporting or under-paying taxes. The IRS requires you to report all income, whether earned through a job, investments, or other sources.

Income includes any money you receive that is not a gift. Some common income sources are:

• Wages (reported on your W-2)

• Self-employment or freelance earnings (reported on various 1099 forms)

• Social Security benefits

• Retirement benefits

• Bank interest

• Investment income (including dividends)

• Alimony

• Gambling winnings

• Sale of real estate

Even if you don’t receive a formal tax statement (like a W-2 or 1099), you are still required to report all income.

CHILD TAX CREDIT

The Child Tax Credit can significantly reduce your tax bill, but only if you meet all of the following criteria:

• Age: The child must be under 17 at the end of the tax year.

• Relationship: The child must be your biological child, stepchild, or foster child placed with you by a court or authorized agency.

• Support: The child must not have provided more than half of their own financial support during the year.

• Dependent Status: You must claim the child as a dependent on your tax return.

• Citizenship: The child must be a U.S. citizen, national, or resident alien.

• Residency: The child must have lived with you for more than half the year.

• Family Income: The credit decreases if your modified adjusted gross income (MAGI) exceeds certain limits, depending on your tax filing status.

Meeting all these requirements could lead to a significant reduction in your tax liability.

PROOF OF EXPENSES

While many taxpayers claim the standard deduction, you may benefit from itemizing your deductions if your deductible expenses exceed the standard deduction amount. Providing proof of deductible expenses can help reduce your taxable income. Common deductible expenses include:

• Medical costs

• Mortgage interest

• Charitable donations

• Property taxes

• Business expenses (for self-employed individuals)

For the 2024 tax year, the standard deduction amounts are:

• $14,600 for Individuals and Married Filing Separately

• $29,200 for Married Filing Jointly & Surviving Spouses

• $21,900 for Heads of Household

If your deductible expenses exceed these amounts, be sure to provide proper documentation.

PROOF OF LOSSES

Losses due to natural disasters, theft, or unexpected events may also be deductible. To claim losses, you’ll need to provide documentation proving the event, such as:

• Police or fire reports

• Insurance claims

• Official statements detailing what occurred and when

If you’ve received any form of payment for your losses, such as insurance payouts or disaster relief, be sure to include that information as well.