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Filing a Return?: News
Filing a 1040 Tax Form

 FILING YOUR TAX RETURN?

What Information Do You Need To Bring?

Are you seeking a reliable, knowledgeable team to handle your personal and business tax needs? Look no further than AJ Redhead Business Services. We specialize in accurate, comprehensive tax preparation and bookkeeping services, dedicated to securing the maximum return you deserve. Our team of experienced professionals is meticulous in reviewing every detail of your finances, ensuring compliance and optimizing deductions. Whether you need help with individual tax filings or complex business returns, AJ Redhead is here to simplify the process and provide you with peace of mind. Call us today to schedule an appointment and experience the difference our expertise can make for your tax needs!

PERSONAL INFORMATION

Your Social Security Number (SSN) or Tax ID Number for you and your spouse.

DEPENDENT INFORMATION

  • Social Security Number (SSN) and Date of Birth (DOB) of your children.

  • Childcare records if applicable.

  • Child custody 8332 Form if applicable.

  • Any other adult in the home's income.

INCOME SOURCES

  • Employed: W-2

  • Self-employed: 1099, record of all business expenses, home office information, Form 1040-ES

  • Rental Property Income: Records of income and expenses, asset information, Form 1040-ES

  • Retirement Income: Pension/IRA/Annuity income

  • Form 1099-R, Traditional IRA basis, SS/RRB income.

  • Saving & Investments or Dividends: Interest, dividend income 1099-INT, 1099-OID,1099-DIV

  • Other Income & Losses: Gambling Income, Jury Duty, Hobby Income, Trust, Royalties, records of alimony.

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DEDUCTIONS

  • Home Ownership

  • Charitable Donations

  • Medical Expenses

  • Health Insurance

  • Childcare Expenses

  • K-12 Education Expenses

  • Retirement and other savings

  • FEMA - Declared Disaster

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