Additional Information

Individual Tax Preparation

Comprehensive and accurate preparation of federal and state tax returns, ensuring compliance while maximizing eligible deductions and credits.

Business Tax Preparation

Tailored tax services for small businesses, LLCs, corporations, and partnerships, focused on accuracy, compliance, and strategic savings.

Self-Employed & 1099 Tax Filing

Specialized support for freelancers, contractors, and gig workers, including expense tracking, deductions, and estimated tax guidance.

Tax Planning & Strategy

Proactive year-round tax planning designed to reduce liabilities, improve cash flow, and support long-term financial goals.

IRS Correspondence & Support

Assistance with IRS notices, audits, letters, and tax inquiries—providing peace of mind and professional representation.

Amendments & Prior-Year Returns

Correction of previously filed returns and preparation of past-due filings to help clients regain compliance.

Deduction Information & Tax Document Checklist

Majestic Tax & Financial Solutions

Trusted Solutions. Majestic Results.

Preparing your tax return doesn’t have to be overwhelming. At Majestic Tax & Financial Solutions, we make the process simple by helping you gather the right documents to ensure accuracy, compliance, and maximum deductions.

Please review the checklist below and provide all applicable documents.

Documents Needed to Complete Your Tax Return

Important:

Any statement received that says “Important Tax Document” or “Tax Statement” is required, even if you’re unsure whether it applies.

Income & Tax Statements

W-2 – Wages from Employers

W-2G – Gambling Winnings

1099-A – Acquisition or Abandonment of Secured Property

1099-B – Stocks, Bonds, and Bartering Transactions

1099-C – Cancellation of Debt

1099-DIV – Dividend Income

1099-G – Unemployment Compensation & State Tax Refunds

1099-INT – Interest Income

1099-LTC – Long-Term Care Benefits

1099-MISC – Miscellaneous Income

1099-MSA – Medical Savings Account Distributions

1099-R – Pension, IRA, or 401(k) Distributions

Schedule K-1 – Income from Partnerships, LLCs, or S-Corporations

Social Security Benefits Statement (SSA-1099)

Veterans Benefits Statement

IRA Contributions & Withdrawals

Rental Property Income & Expense Records

Settlement Statements (Purchase or Sale of Property)

Alimony Received or Paid (if applicable)

Education & Housing Documents

1098 – Mortgage Interest Statement

1098-E – Student Loan Interest Statement

1098-T – Tuition Statement

Medical Expenses That May Be Deductible

(Subject to IRS guidelines and income thresholds)

Hospital care (including meals & lodging)

Long-term care services

Stop-smoking programs & prescriptions

Weight-loss programs for diagnosed medical conditions

Out-of-pocket medical insurance premiums

Treatment for drug or alcohol addiction

Special schools for physical or mental disabilities

Transportation related to medical care

Hand controls for vehicles

TTY equipment & installation

Oxygen tanks & equipment (doctor-prescribed)

Co-payments & deductibles

Prescription medications, insulin & diabetic supplies

Glasses, contact lenses & solutions

Hearing aids & batteries

Medical, dental & eye exams

Mental or physical therapy

X-rays, labs & clinic visits

Braces & major dental procedures

Crutches, wheelchairs & orthopedic shoes

Guide dogs & related care

Laser eye surgery

Ambulance services

Medical mileage

Parking & tolls for medical visits

Acupuncture & chiropractic care

Lodging away from home for medical treatment

Self-Employment

Income & Business Expenses

Accountant

Advertising

Business cards

Flyers/posters

Stationery

TV/Radio

Telephone directory

Newspaper/Magazine

Billboards

Internet

Specialty items (pens, cups, magnets, etc.)

Answering service

Post office box

Professional services

Professional association dues

Printing

Office space (rent)

Sanitation

Security systems/alarms

Software

Storage

Supplies

Taxes (state & employer)

Payroll

Auto Expenses

Business miles

Commuting miles

Personal miles

Total mileage for the year

Monthly payments

Total cost of vehicle

Make, model & year

Date business use began

Parking & tolls

Gas & oil

Car washes & waxes

Insurance

Marketing & Operations

Magazines/newsletters

Subscriptions

Mailing lists

Marketing promotions

Market research

Meals & entertainment

Payroll services

Charitable Contributions & Donations

Cash or check donations (churches, nonprofits, community organizations)

Payroll deductions (United Way, Red Cross, etc.)

Charitable mileage

Appraisal fees for donated items

Non-cash donations (clothing, furniture, food, household goods)

Other qualified charitable expenses

Please Include:

Date of donation

Name of organization

Donation receipts or acknowledgment letters

Why Choose Majestic Tax & Financial Solutions?

Accurate & Ethical Tax Preparation

Personalized Client Support

Maximum Deductions & Credits

IRS-Compliant Filing

Serving Individuals & Businesses Nationwide

Serving All 50 States