HOW DO YOU WANT YOUR MONEY?

Electronic Filing (Mandatory)

Go Electronic- E-filing with MS Savings Solutions offers the most up-to-date and rapid processing of your tax return. MS Savings Solutions Tax Service is an authorized IRS E-filer.

Electronic Filing (E-File) 15-22 days (checks mailed) 8-15 days (direct deposit); electronic filing of tax return with IRS; funds available through check mailed or direct deposit. By sending in your taxes to the IRS or your state’s Department of Revenue electronically, you jump ahead of the line when it comes to processing those returns. E-filing ensures that your tax returns are filed the fastest way possible, and arrive in a format easy to process.

Fast tax return delivery + ready-to-process returns = QUICK REFUNDS!

More than just getting your tax returns in quickly, E-filing allows for speedy refund delivery. Typical mailed in returns can expect refunds within 15 – 22 days after the IRS accepts and processes your return. You’ve waited all year to get your refund, why wait another month?

E-filing is fast and accurate; our tax preparation software is specially engineered to be headache-free and we guarantee your satisfaction.

Don’t wait another month to get your tax refund. E-file today!

BANK PRODUCTS = NO OUT OF POCKET COSTS:

Electronic Refund Check (ERC) or Deposit (ERD) 8-15 days

You can pay your tax preparation fees with your refund! With an ERC your refund check minus all fees can be picked up at our office through paper-check or with an ERD, your refund money less all fees is direct deposited into your bank account. NO EXTRA COST FOR DIRECT DEPOSIT!

Tax interview

All original documents are required if tax payer decides to have their return prepared by MS Savings Solutions Tax.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

Name:

Date of Birth:

Social Security Card IITIN/ATIN:

Last Year’s Tax Return:

Valid Driver’s License or Valid Govn’t ID: (expired ID is NOT acceptable)

INCOME AND TAX INFORMATION:

 W-2’s

 Interest (1099- INT or substitute)

 Dividend Slips (1099-DIV or substitute)

 Taxable Refunds, Credits, or Offsets (Prior Year Tax Returns)

 Alimony received (Legal Doc)

 Self-Employment / Business Income and Expenses (1099-Misc)

 Capital Gain or Loss & Other Losses

 IRA or 401K Distributions (1099-R)

 Pensions and Annuities (1099-R)

 Rental Income and Expenses

 Royalties, Partnerships, S Corps, Trust, etc

 Farm Income

 Unemployment Compensation (1099-G)

 Social Security Benefits or Railroad Retirement (SSA-I 099 or RRB-1099) (1099-SSA)

 Any other source of income

 Sale of any Business Assets

 Gambling or Lottery Winnings (W-2G for some winnings)

 State Income Tax Refund

 Estimated Taxes Paid

 Miscellaneous Income (1099-MISC)

ADJUSTMENTS/ DEDUCTIONS

 Educator Expenses

 Health Savings Account

 Moving Expense

 SEP, Simple & Qualified Plans

 Self employed Health Insurance Deduction

 Alimony paid

 IRA Deduction

 Student Loan Interest

 Tuition & Fees Deduction

 Medical & Dental Expenses

 Taxes Paid, State & Local Taxes, General Sales Taxes, Real Estate or Personal Property Taxes

 Interest Paid, Mortgage Interest, Points, Qualifies Mortgage Insurance Premiums, Investment Interest

 Charitable Contributions

 Casualty & Theft Losses

 Unreimbursed Employee Business Expenses, Vehicle expense, Job Travel, Parking fees, Tolls & Transportation including train & bus * CAN NOT include     commuting to and from work, Meals & Entertainment, Union Dues, Job Education.

 Prior year Tax Prep Fees

 Other Expenses, Investment Expense, Safe Deposit box etc

 Gambling Losses

TAX CREDITS/ PAYMENTS

 Child & Dependent Care Credit * Must provide Provider Name, Address, EIN Number (EIN) or SS#

 Education Credits (1098-T)

 Retirement Savings Contributions Credit

 Child Tax Credit (Child under age 17)

 Estimated Taxes paid

 Earned Income Tax Credit (EITC) *MUST QUALIFY*

 First Time Homebuyer Credit (HUD Form or DEED)