Commonwealth Tax Services

Commonwealth Tax Services We provide our clients with a professional, honest, amazing experience and will gladly help with any

01/05/2024

01/05/2024

02/04/2023

01/27/2023
TAX preparation !213 Broadway Methuen, MA 01844978 208-1402
02/07/2022

TAX preparation !
213 Broadway Methuen, MA 01844
978 208-1402

01/27/2022

TAX SEASON CHECKLIST

Documents I need to bring to my tax preparer:

❑ PHOTO ID (Your ID must be current)
❑ SOCIAL SECURITY CARD OR ITIN (For yourself, Spouse, and qualifying Dependents)
❑ INCOME TAX DOCUMENTS > W-2, 1099 (All forms)
❑ HEALTH INSURANCE DOCUMENTS > FORM 1095 (Massachusetts taxpayers)
❑ 1099R > If you have any pension distributions from pension, annuity, IRA, other retirement accounts.
❑ TAX DEDUCTION DOCUMENTS > FORM 1098 (All forms)
❑ BANK ROUTING & ACCOUNT NUMBER
❑ IF YOU ARE HOMEOWENER , SELF-EMPLOYED, OR MADE ANY INVESTMENTS, OTHER DOCUMENTS MAY BE REQUIRED

COMMONWEALTH TAX SERVICES
PH. (978)332-0973
213 Broadway Suite 3
Methuen, MA 01844

Address

1794 Bridge Street
Dracut, MA
01826

Telephone

(978) 208-1402

Website

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