List of General Forms Needed for tax filing

Client Information Form

Our experienced tax professionals are ready to assist! The Client Information Form will provide all of the necessary information to start your tax package.

Schedule C - Self Employed Worksheet

Complete this form if you are Self-Employed, a Sole Proprietor, and/or a Small Business Owner (including Sole Member LLCs) to report your business revenue and expenses.

Self Employed Acknowledgement Form

This acknowledgment is required for ALL Schedule C filers. Complete this form along with the Schedule C.

Tax Transcript Request Questionnaire

Complete this questionnaire to request your unmasked IRS transcripts.

Additional Documents

Complete this form if your trusted tax preparer at TeleMax Tax requests additional documents to complete your tax package.

Frequently Asked Questions

How can we service you?

How do I get started?

Ready to file? Access our online Client Information Form by clicking here. Next, visit our Services page to schedule your virtual or in-person appointment.

What tax services does TeleMax Tax and Accounting offer?

We offer a wide range of tax preparation services for individuals and businesses. We also provide bookkeeping and accounting services, sales and use tax returns, W2 and 1099-NEC printing/e-filing, and more.

What are your hours of operation?

Business hours are Monday through Friday from 9 AM to 6 PM. Weekend appointments are available by request.

How much does it cost to have my taxes prepared by TeleMax Tax and Accounting?

Tax preparation fees vary. Your tax package is prepared and analyzed based on your specific tax situation. Lucky for you, we offer our FREE Signature Tax Estimate! Visit our Services page to book your estimate.

What forms do I need to file?

Be sure to provide ALL tax forms that you have recieved for all years you'd like to file. Forms such as W2s, 1099-NECs, 1099-Ks, 1099-Rs, 1098-Ts, etc. We also require valid identification and social security cards for yourself, your spouse and your dependents.

I am an independent contractor or small business owner, how do I get started?

We help make tax filing easy for small business owners and independent contractors. Give us a call with any concerns you may have and let's get you on our schedule. In the meantime, use the Schedule C - Business and Incomee Expense Detail form to help organize your income and expenses for your business.

I received a letter from the IRS or my State Dept of Revenue, can you help?

We know that official letters from the IRS or the State can be very alarming or even confusing. Feel free to contact us to hear more about how we can provide support. Be sure to ask about our FREE AUDIT PROTECTION program.

I haven't filed a tax return in years. Can I still file? If so, how can I be sure I have all of my old income information?

The IRS encourages all taxpayers to stay in compliance. We can certainly help you get your tax return history current. There are several ways to find your income details for old tax periods. Call our office to get assistance with those steps. In the meantime, you can access our form to request your IRS Transcripts above.

I seem to owe taxes every year. What am I doing wrong?

It sounds like you may need a Paycheck Checkup and revisit your tax withholdings. It is quite possible that the major changes from the Tax Cuts and Jobs Act affected the size of your refunds. Some life changes such as a marriage or divorce could result in an unexpected tax bill or penalty. A Paycheck Checkup can help you see if you’re withholding the right amount of tax from your paycheck. Take a moment to schedule yours.