F. C. Tax Services can handle your returns no matter where you live and work. Make an appointment to personally bring your documents to our office or feel free to fax, mail or email them to us. Airline employees may be able to get a discount at Fed Ex with their I.D.s and mailing/shipping costs are deductible!
Make sure to provide us the following information (as applicable):
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Full name, social security number and date of birth for yourself, your spouse and any dependents (please explain dependent's relationship to you)
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Complete contact details – home address, valid email address and phone number
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State of residence
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Copy of last pay stub of the tax year and W-2s from all employers for yourself, your spouse and any dependents you claim (if they are working)
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1098s and 1099s (these are statements from banks for things such as interest/dividends earned, mortgage interest and property taxes paid)
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Any sale of stock transactions on the open market outside of your 401k (please include a copy of the actual 1099B along with the cost basis, date acquired and date sold)
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Completed crew deductions worksheet (for flight attendants and pilots). Click here to print a copy of the worksheet or to complete and submit it online.
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Donations to charities (cash and non-cash)
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A copy of your prior year federal and state returns (if you are a new client)
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If you purchased or re-financed a home, your HUD 1/settlement statement
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Voided check. As of January 1, 2011, the IRS requires tax preparers who complete over 100 returns to E file those returns. E filing allows for the electronic filing of both Federal and state returns at the same time which means faster and more accurate processing. Faster processing means faster refunds back to you. Federal and most state refunds can be direct deposited into your checking or savings account.
Once we’ve received all your documents, we’ll contact you if we’re missing anything.
