Serving taxpayers nationwide since 2017
Tax Document Checklist
Below is a comparison of the forms required for Individual, Business, and Amended Tax Returns.
🧾Individual Tax Returns
Whether you’re an employee, gig worker, or retiree — we handle your taxes with precision and care so you can relax and get the refund you deserve.
✅ Individual Tax Returns (Form 1040)
- W-2: Wages and salary from employers
- 1099-NEC: Nonemployee/self-employment income
- 1099-MISC: Miscellaneous income (rents, prizes, etc.)
- 1099-K: Third-party platform income (e.g. Cash App, PayPal)
- 1099-G: Unemployment compensation or state tax refunds
- 1099-R: Retirement distributions
- SSA-1099: Social Security income
- 1099-INT / DIV / B: Investment income and sales
- 1098: Mortgage interest
- 1095-A: Health insurance via Marketplace
- Schedule K-1: Income from partnerships/S-corps
- Other: Childcare, tuition (1098-T), student loans (1098-E), etc.
✏️Amended Tax Returns
If you missed a deduction or reported incorrect info, we’ll amend your return accurately and quickly — ensuring you get what you’re owed or fix errors before the IRS finds them.
✅ Amended Tax Returns
Individual (Form 1040-X)
- Copy of original return (Form 1040)
- Corrected or missing W-2s / 1099s
- IRS notices (if received)
- Documentation supporting any changes
- Clear explanation of the amendments
Business (Forms 1120X, 1065 Amended, etc.)
- Original business return (1120, 1120S, or 1065)
- Revised financial statements or K-1s
- Supporting documentation
- Explanation for the changes made
🏢Business Tax Returns
From sole proprietors to corporations, we help you stay compliant, reduce liability, and file confidently so you can focus on running your business.
✅ Business Tax Returns
Partnerships (Form 1065)
- Income statement (P&L) & balance sheet
- Capital contributions and withdrawals
- Operating agreement
- EIN letter, 1099s issued, and Schedule K-1s
S Corporations (Form 1120S)
- All from partnership plus:
- Payroll/W-2s for shareholders
- S-election (Form 2553)
- Shareholder basis info
C Corporations (Form 1120)
- All standard business docs
- Corporate bylaws and retained earnings info
- Dividend distributions (if applicable)
Business Info
Serving taxpayers nationwide since 2017
Disclaimer: Ultimate Tax Preparation, LLC is a privately owned tax preparation business and is not affiliated with or endorsed by the Internal Revenue Service (IRS). Any references to the IRS are made solely for informational purposes. We comply with all applicable IRS rules and regulations, including Circular 230 requirements, and we use IRS-compliant software to securely transmit tax returns.