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Income Tax Preparation
Thank you for choosing Phenomenal Tax & Notary Services LLC for your tax preparation needs. We specialize in individual and small business tax preparation, providing accurate, reliable, and professional service tailored to each client's unique financial situation.
Our commitment is to prepare your federal and state income tax returns with the highest level of honesty, integrity, and attention to detail while ensuring you receive every deduction and credit for which you qualify under current tax laws. Our goal is to help maximize your refund or minimize your tax liability based on your individual circumstances.
Please note: Refund amounts vary based on each taxpayer's unique financial situation. Not all taxpayers will qualify for a federal and/or state tax refund.
Convenient Virtual Tax Preparation
Preparing your taxes has never been easier. We proudly offer secure, virtual tax preparation services, allowing you to complete your return from the comfort of your home.
If you prefer an alternative arrangement and are located in the Atlanta metropolitan area, please contact us to discuss available options. Once your appointment is confirmed, you will receive detailed instructions and a checklist to help you prepare for your tax consultation.
Documents Needed for your Appointment
Individual Returns
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ID and social security card for yourself and spouse
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Last year’s federal and state tax returns
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W-2's from all places of employment
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1099's for all contract work
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Healthcare Forms (1095-A, 1095-B, 1095-C)
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Dependents full names, dates of birth and social security cards
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Childcare form from providers
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If non-custodial parent, Form 8332 from custodial parent
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Education expenses
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1098-E for student loan interest paid
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1098-T for ALL students enrolled in post-secondary education
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Receipts for education expenses for the year (books, supplies, room & board, etc.)
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Record of other sources of income
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Alimony Received
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Hobby income
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Interest & Dividends (1099-INT, 1099-DIV)
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Jury Duty
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Lottery winnings, other prizes and awards with cash value
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Retirement
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Royalties
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Sale of property
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Social Security
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Trusts
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Other expenses
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Charitable donations (including non-cash donations)
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Deposits to Health Savings Account
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IRA Contributions
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K-12 Educator Expenses
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Medical Expenses (Doctors, dentists, hospitals, and health insurance premiums paid out-of-pocket)
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Mortgage Interest
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State and local taxes (including vehicle sales tax paid)
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Business Returns
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Employer Identification Number (EIN) for registered LLC
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Records of all income (income statement or sales receipts for good and services)
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Records of all expenses
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Record of estimated tax payments made