Contact-Free Tax Preparation Services



Personal Tax Documents for Tax Preparation



1. Personal Information



  • Your current, valid ID
  • Your spouse’s current, valid ID
  • Previous year tax return (recommended) or Social Security Numbers (SSN)
  • An identity protection PIN (IP PIN) if you have
  • Bank routing and account numbers if you’re expecting to receive your refund by direct deposit or pay your balance due


2. Dependent(s) Information



  • Date of birth
  • Social Security Numbers (SSN)
  • Childcare expenses (including the provider's tax ID number)
  • Income made by dependents


3.1 Sources One of Income
(work & retirement)



  • W-2 (employed)
  • 1099-G (unemployed)
  • ​SSA-1099(social security benefit)
  • 1099-R (IRA/pension/ annuity income)
  • RRB-1099




3.2 Sources Two of Income (investments)



  • 1099-INT (interest income)
  • 1099-DIV (dividend income)
  • 1099-B (sold stocks income or loss)


3.3 Sources Three of Income (other income)



  • Any other form1099s received
  • State tax refund
  • Alimony paid or received with ex-spouse's name and SSN
  • Gambling income
  • Hobby income and expenses
  • Prizes and awards
  • Jury duty records


3.4 Income and Expense for Self-employed



  • Form 1099 (for contractors) and incomes not reported on 1099
  • Records of expenses for the year
  • Home office information if applicable







3.5 Rental Income and Expense



  • Records of rental income and expenses
  • Rental property information (address, date in service, etc.)









3.6 Foreign Account and Digital Asset Questions



  • Do you have foreign account? Please answer "yes" or "no"
  • If you bought, sold, or traded cryptocurrency, you’ll need transaction reports to report gains or losses accurately.









4. Documents for Deductions



  • Real estate property tax
  • Form 1098 for mortgage interest
  • Form 1098-T for tuition
  • Form 1098-E for student loan interest
  • Charitable donations
  • All other form 1098


5. Health Insurance



  • Form 1095-A if you received coverage through the Health Insurance Marketplace


Final Step: Ready to file your personal tax return?



  • MATA TAX offer contact-free tax preparation service, it is easy, convenient for you.
  • Please upload your tax documents to
    WhatsApp: (678)995-4512 or
    Email: info@matatax.net


Final Step: Ready to file your personal tax return? -continue



  • Once we receive your tax documents, we will give you a quote for filing fee and prepare your tax return.
  • Once you review and approve your tax return, we will E-file it to the IRS and state.


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