Thank you for choosing D R Tax Service as your tax preparer. Follow the listed instructions below for a smooth filing process.
- Download the app “Go To Meeting”
2. Gather your paperwork: *click the bold purple links to download your necessary forms. Forms will automatically download to your computer system*
- Application-for-Help: if you are a NEW client or if you need to make changes to your household status.
- Current Drivers License, Social Security Cards, and Birth Certificates for everyone living in your house.
- Any income tax documents received such as:
- W2 – wage and salary information from employer
- 1099Misc. – income from employer
- 1099NEC -independent contractor
- 1095A, B, or C – proof of insurance
- 1099R – distributions from pensions, 401K, annuities, retirement etc.
- 1099DIV – dividends earned
- 1099INT – interest received from the bank
- 1099C – cancellation of debt
- Childcare Provider Information – Name, EIN, Address, Total Amount Paid for the year.
- IF you are a homeowner, Download and fill out TAXPAYER-DEDUCTIONS
- IF you are a business owner, Download and fill out TAXPAYER BUSINESS DEDUCTIONS and attach your mileage log.
- IF you are a Uber/Lyft Driver, Download and fill out UBER LYFT BUSINESS DEDUCTIONS
- IF you have a rental property to write off, Download and fill out TAXPAYER RENTAL PROPERTY
IF ADOBE PDF IS NEEDED PLEASE EMAIL THE OFFICE TO HAVE IT SENT TO YOU.
Once all your paper work is gathered and filled out correctly, then please:
- FAX your paperwork to 770-774-9095 or conveniently EMAIL your paperwork to taxhelp@drtaxsvc.com
- Set a Virtual Appointment with D R Tax Service through the “Go To Meeting” app. or Zoom.
PREVIOUS CUSTOMERS have the option to use the portal.