Jef Scot Tax & Accounting Customer Onboarding Form.
Individual Tax Return 1040
- Add $15 is claiming Earned Income Credit and Child Tax Credit. IRS requires an extra due diligence checklist.
Married Filing Jointly
- Earned income credit and child tax credit due diligence checklist included
Married Filing SeparatelyIncludes both spouses tax returns
- This includes both spouses’ tax returns. This applies even if one spouse uses another tax service as information is needed from both spouses.
Business Tax ReturnsIncludes 1040 with Schedule C Income
- 1040 tax returns with Schedule C income for business owners and independent contractors. Please have expenses in a format that is easily understood and categorized. So many small business owners do not consistently and accurately track expenses. Let us help you by setting up an system that works.