GET PERSONAL

When it's time for the whole family to move forward, ​Green Gems Tax Advisors steps up to compile the numbers to propel your legacy forward. We will first start with our Get Started Intake to determine who's a required filer and which documentation is needed.

We also serve clients that used DIY software, have errors, and received audit letters for miscalculations who need amendments per the IRS request.

Personal

File My Taxes Today Tax Preparation Checklist

Income

File My Taxes Today Tax Preparation Checklist

Deductions

PERSONAL INFORMATION

☐ Taxpayer #1 Data - Name, Social Security number, D.O.B, Email, Phone number
☐ Taxpayer #2 Data - Name, Social Security number, D.O.B, Email, Phone number 
☐ Identity Protection PIN for any household members 
☐ Taxpayer #1 or #2 Bank routing and account information 
☐ Taxpayer #1 and/or #2 Drivers License/State ID/Passport 
☐ Taxpayer #1 or #2 Rental Lease/Utility Bill to confirm Head of Household status if applicable 
☐ Dependent(s) Data - Name, Social Security number & image, Birth Certificate, D.O.B, Phone number    

DEPENDENT INFORMATION

☐ Childcare, school, or shot records for each dependent 
☐ Income of Dependents (if applicable)  
☐ Form 8332 Release/Revocation of Release of Claim to Exemption for child by custodial parent. 

INCOME DOCUMENTATION

☐ W-2 
☐ Unemployment Compensation(1099-G)

RENTAL INCOME

☐ Records of income and expenses 
☐ Rental asset information (cost, date placed in service, etc.) for depreciation
☐ Record of estimated tax payments made (Form 1040–ES)
☐ Receipts for upgrades and repairs
☐ Receipts for related mileage and other vehicle expenses

RETIREMENT INCOME

☐ Records of income and expenses 
☐ Rental asset information (cost, date placed in service, etc.) for depreciation
☐ Record of estimated tax payments made (Form 1040–ES)
☐ Receipts for upgrades and repairs
☐ Receipts for related mileage and other vehicle expenses

SAVINGS, INVESTMENTS & DIVIDENDS

☐ Interest, dividend income (1099-INT or substitute) 
☐ Dividend income (1099-OID, 1099-DIV or substitute) 
☐ Sales of stock or other property (1099-B, 1099-S, or Brokerage Statement) 
☐ Expenses related to your investments
☐ Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC) 
☐ Sale of a Personal Residence 
☐ Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B) 
☐ Transactions involving cryptocurrency

OTHER INCOME & LOSSES

☐ Gambling or Lottery Winnings (W-2G or records showing income, as well as expense records) 
☐ Trust income 
☐ Royalty Income 1099–MISC 
☐ Estimated Taxes Paid 
☐ Record of alimony paid/received with ex-spouse’s name and SSN 
☐ State Income Tax Refund 
☐ Jury Duty records

DEDUCTIONS

☐ Mortgage Interest Statement 
☐ Real Estate and/or Personal Property Taxes 
☐ Receipts for energy efficient home improvements (e.g., solar panels) 

CHARITABLE CONTRIBUTIONS

☐ Cash amounts donated to houses of worship, schools, other charitable organizations 
☐ Records of non-cash charitable donations 
☐ Amounts of miles driven for charitable or medical purposes 
☐ Volunteer Expenses

MEDICAL EXPENSES

☐ Out-of-pocket expenses paid for healthcare and insurance. 
☐ Expenses paid doctors, dentists, inpatient/outpatient facilities, and hospitals.

HEALTH INSURANCE

☐ Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)  

CHILDCARE

☐ Childcare expenses paid to childcare provider
☐ Childcare provider - Name, Social Security and/or EIN, and address
☐ Expenses paid through a dependent care flexible spending account at work 
☐ Amounts paid to a baby-sitter or provider care of your child under age 13 while you work 
☐ Adoption expenses

EDUCATIONAL EXPENSES

☐ 1098-T from educational institutions 
☐ Receipts that itemize qualified educational expenses 
☐ Records of any scholarships or fellowships you received 
☐ Form 1098-E if you paid student loan interest

K-12 EDUCATOR EXPENSES

☐ Receipts for classroom expenses (for educators in grades K-12) 

RETIREMENT & OTHER SAVINGS

☐ Form 5498-SA showing HSA contributions 
☐ Form 5498 showing IRA contributions 
☐ All other 5498 series forms (5498-QA, 5498-ESA)

STATE & LOCAL TAXES

☐ Amount of state and local income or sales tax paid (other than wage withholding) 
☐ Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles
☐ Gambling Losses 
☐ Previous year Tax Preparation expense

FEDERALLY DECLARED DISASTER

☐ City/county you lived/worked/had property in 
☐ Records to support property losses (appraisal, clean-up costs, etc.) 
☐ Records of rebuilding/repair costs 
☐ Insurance reimbursements/claims to be paid 
☐ FEMA assistance information 
☐ Check the FEMA websiteto see if your county has been declared a federal disaster area 

Peak Season Pricing Sheet

We're always working around the clock to make sure that you are in compliance each and every quarter. 
Our pricing is reflective of our strategies and current market conditions.

1040 Filing

Starting at

$85

Students and Seniors can now begin their tax filing as low as $85 for current and past year returns. 

STATE FILING

Starting at

$99

Most states require a State Filing. If yours do, for each state worked in or lived in a State Tax return should be filed.

Amendments

Starting at

$285

Did the IRS recalculate the return you filed yourself or did you forget to add a few documents on your last return? If so, don't worry let us help.

BEGIN YOUR TAX INTERVIEW

Common Forms:

  • Wage Documents +$20
  • Schedules A +$55
  • Itemized Deductions +$55
  • Interest & Dividends +$555 
  • Capital Loss & Gains +$55
  • Supplemental Income +$225
  • General Credits +$55
  • Casualty Losses +$30
  • Employee Expenses +$30
  • Education Credits +$40
  • QBI +$20
  • ITIN Application +$35
  • Automatic Extension $35
  • Injured Spouse Allocation $30

Audit Insurance

When mistakes happen, take action.

If you or your last tax person made a mistake, we will clean it up. 
Just upload the files to the Client Portal and tell us what happened. The more information, the better! 

If a new problem does arise, you can feel confident knowing your Audit Team is ready to handle your communication with the IRS while you just wait for results.

*Covers up to $2500 in damages for only $75/per return.

Payment Options

  • All Debit Cards
  • All Major Credit Cards
  • ACH Bank Transfers
  • Stripe Payments
  • PayPal Payments
  • Invoice Payments
  • Pay By Returns
  • *No Cash - *No Checks - *No IOU's.

IL Review

When you need accurate income tax preparation, you have to trust Chanell with Green Gems Tax Advisors with your financials. I know my whole family is covered because they ask more questions than any other office that i've been to. Five Stars!