|
A – The Providence Paperless Environment
is an absolutely secure system that parallels an online banking,
where everything can be done without the printing of one page. It
was created to give each client the most efficient and convenient
tax experience that he or she will ever receive.
A – The first and most important procedure
is you will follow the “Client Log In” link, where you
will see a secure online application that you will fill out. After
you submit the application, your Providence experience will begin
and a professional will be in contact with you within 24 hrs either
by email or telephone.
A - PERSONAL INFORMATION FOR EACH FAMILY
MEMBER:
Name
Date of Birth
Social Security Card /ITIN/ATIN
Last Year’s Tax Return (Two years if Possible)
Valid Driver’s License
W-2’s
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income
Sale of a Personal Residence
Rental Income
Sale of any Business Assets
Gambling or Lottery Winnings
State Income Tax Refund
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement
IRA or 401(k) Distribution
Unemployment Compensation
Miscellaneous Income (1099-MISC)
Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions
Employee Business Expenses
Gambling Losses
Moving Expenses
Traditional IRA Contributions
Higher Education Expenses
Educator Expenses
Student Loan Interest
Child Care Provider/Address and Employer Identification Number (EIN)
or Social Security
Number (SSN)
Adoption Expenses
Retirement Savings Contributions
|