Upload your W-2s, 1099s, receipts, and other tax documents
W-2, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV
Medical, Charitable, Business Expenses
1099-B, K-1, Capital Gains Statements
1098, Property Tax Statements
Rent Rolls, Invoices/Receipts, Insurance & Fees
Form 1099-R, Form SSA-1099
Form 1099-K
Mileage Log, Odometer Readings, Expense Receipts
Form 1098-T, Form 1098-E, Course Materials
Prior year returns, Other
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Download and complete official IRS tax forms
Required for foreign-owned US LLCs and corporations with reportable transactions
Annual income tax return for C Corporations
Annual income tax return for S Corporations
Report payments of $600+ to independent contractors and freelancers
Report rents, royalties, prizes, awards, and other miscellaneous income
The main form for filing individual federal income taxes
Report income and expenses from self-employment or sole proprietorship
Report additional income, adjustments, and above-the-line deductions
Report rental real estate, royalties, partnerships, S corps, estates, trusts
Annual information return for partnerships
Reports each partner's share of partnership income and deductions
Used to request TIN and certify taxpayer information
Complete the necessary professional engagement and filing authorizations
By signing this agreement, you authorize Trustber CPA ("the Firm") to begin the professional work required for your tax planning and preparation. This engagement serves as our formal "go-ahead" to begin analyzing your financial data, identifying tax-saving opportunities, and preparing your returns.
Our professional services include, but are not limited to: thorough review of all uploaded documentation, proactive tax strategy identification, entity-specific compliance checks, and final preparation of federal and state tax returns as applicable.
The Client agrees to provide complete, accurate, and timely information. The Firm's ability to provide high-quality professional work is dependent on the transparency and accuracy of the data provided by the Client.
The Firm will maintain the highest standards of confidentiality and data security. All information shared during this engagement is protected by professional privilege and industry-standard encryption protocols.
Fees for professional services will be billed as outlined in your specific service plan. By authorizing this engagement, you acknowledge the fee structure and agree to the payment terms associated with the professional work performed.
State-specific filing requirements for your business entity
FinCEN - Financial Crimes Enforcement Network
Report identifying information about individuals who own or control the company. Required for most LLCs and corporations formed or registered to do business in the United States.
Search the IRC, access tax news, and learn from experts
Search the complete IRC directly from Cornell Law School's Legal Information Institute
Stay informed with the latest from the IRS and tax industry experts
Individual taxpayer guide
Sole proprietors
Deduction guide
MACRS rules
Rental income/expenses
Home office
Interest, dividends, gains
SEP, SIMPLE, qualified