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Income Tax Preparation

Thank you for choosing Phenomenal Tax & Notary Services LLC for your tax preparation needs! PTN specializes in individual and small business taxes. We are dedicated to preparing your federal and state income tax returns with honesty and integrity while maximizing your refund. *Amount of refund will vary depending on individual situations. Everyone may not qualify for a federal and/or state refund.

With PTN you can file your taxes from the comfort of your home. We service our clients virtually via Face Time, Google Meet and Zoom. Please contact us if you would like to make other arrangements and are in the Atlanta area. Once confirmed, you will receive further information to prepare for your appointment.


Documents Needed for your Appointment

Individual Returns

  • ID and social security card for yourself and spouse

  • Last year’s federal and state tax returns

  • W-2's from all places of employment

  • 1099's for all contract work

  • Healthcare Forms (1095-A, 1095-B, 1095-C)

  • Dependents full names, dates of birth and social security cards

    • Childcare form from providers

    • If non-custodial parent, Form 8332 from custodial parent

  • Education expenses

    • 1098-E for student loan interest paid

    • 1098-T for ALL students enrolled in post-secondary education

    • Receipts for education expenses for the year (books, supplies, room & board, etc.)

  • Record of other sources of income

    • Alimony Received

    • Hobby income

    • Interest & Dividends (1099-INT, 1099-DIV)

    • Jury Duty

    • Lottery winnings, other prizes and awards with cash value

    • Retirement

    • Royalties

    • Sale of property

    • Social Security

    • Trusts

  • Other expenses

    • Charitable donations (including non-cash donations)

    • Deposits to Health Savings Account

    • IRA Contributions

    • K-12 Educator Expenses

    • Medical Expenses (Doctors, dentists, hospitals, and health insurance premiums paid out-of-pocket)

    • Mortgage Interest

    • State and local taxes (including vehicle sales tax paid)

Business Returns

  • Employer Identification Number (EIN) for registered LLC and partnerships

  • Records of all income (income statement or sales receipts for good and services)

  • Records of all expenses

  • Record of estimated tax payments made

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