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Lists prior-year and 2023 tax forms to bring (W-2, 1099 series, SSA-1099, state items), identification, Social Security cards, receipts or canceled checks for itemized deductions, estimated tax payment details, and refund/payment confirmation. Includes fee schedule and itemized add-on pricing for common IRS schedules and specific forms such as A, B, C, D, SE, 1040-ES, and education/credit forms.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/taxpayer-organizer-2023-print-form/302985/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/taxpayer-organizer-2023-print-form/302985.png","ImageObject",442,249,{"name":88,"@type":89},"Maeve","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-07","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What documents are required one week before the tax appointment?","Question",{"text":108,"@type":109},"Bring a copy of the 2022 income tax return, photo ID for the taxpayer and/or spouse, Social Security cards for all dependents, and all 2023 forms including the W-2 and the listed 1099 types and SSA-1099. Also bring receipts or canceled checks if itemizing deductions and details for any estimated tax payments.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which 2023 forms should be included in the paperwork?",{"text":113,"@type":109},"Include all 2023 forms: W-2; 1099-R, 1099-INT, 1099-DIV, 1099-B, and 1099-MISC; plus SSA-1099 from Social Security and any state tax refund documentation. Additional items listed include Unemployment Compensation (1099G) and Form 1098-T and 1098-E when applicable.",{"name":115,"@type":106,"acceptedAnswer":116},"How is the tax preparation fee calculated?",{"text":117,"@type":109},"Basic pricing starts with simple short form returns up to 2 W-2s or 2 1099s for $25.00. Additional fees apply based on having three or more W-2s/1099s and per-schedule or per-form add-ons such as Schedule A, C, D, EIC, and multiple credit and worksheet forms listed in the fee schedule.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302985,1790191206,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},5909877438554,"https://ap-avatar.wpscdn.com/avatar/5600025385ad2bf12a7?_k=1778553567797529272","Tax Preparation  \nInstructions  \nNAME:   DATE:    \nTIME:    \nAt time of appointment, please provide the following documentation listed below. Please fill out the forms as accurately and completely as possible before coming to your appointment. One week prior to your appointment, please check to make sure you have received all the necessary forms and documents to have your Tax Return prepared. If you have not received all of your forms, or for anyother reason you cannot keep the appointment, please call 818-814-3933 to cancel your appointment and reschedule. Please leave your name, phone number, and the date of the appointment you need to reschedule, and we will call you back. This should give you more time to get all your forms and allow us to schedule others to take your place.  \nPlease provide the following documentation:  \n• Copy of 2022 INCOME TAX RETURN (last year)  \n• Copy of Photo ID – Drivers License or Valid Identification of Taxpayer and/or Spouse  \n• Copy of Social Security Cards for yourself and all dependents  \n• ALL 2023 FORMS: W-2, 1099-R, 1099-INT, 1099-DIV, 1099-B, 1099-MISC, SSA-1099 from Social Security, State Tax Refund, etc.  \n• Summary of all receipts or cancelled checks if itemizing deductions  \n• Unemployment Compensation (1099G)  \n• Form 1098-T Tuition Statement, receipts to substantiate educational expenses, 1098-E student loan interest, if any  \n• Detail of estimated Tax payments made, if any (Form 1040-ES, 540-ES) To claim Earned Income Credit, please provide:  \no Proof of residency of your DEPENDENTS, school records, medical records, church records, rental agreements, etc.  \no Proof of relationship; birth certificate  \n• Copy of check for direct deposit of refund or payment of taxes owed  \nPlease make check payable to the FRIENDS OF THE BURBANK PUBLIC LIBRARY  \nTax Preparation Fee Schedule  \n(WILL NOT PREPARE TAX RETURNS WITH DEPRECIATION DEDUCTION)  \n\n| Simple short form returns: up to 2 (W-2s) or 2 (1099s) including Federal & State plus e-file | $ 25.00 |\n| --- | --- |\n|  |  |\n| Additional Fees on top of Basic fee of $25.00: |  |\n| Three (3) or more (W-2s) or three (3) or more (1099s) | $ 10.00 |\n| Schudule A-Itemized Deductions | $ 20.00 |\n| Schedule B-Interest & Dividend Income | $ 10.00 |\n| Schedule C-Net Profit from business, simple small business without depreciation or use of home office expense | $ 30.00 |\n| Schedule SE-Self Employment Tax | $ 10.00 |\n| Schedule D-Capital Gains and Losses (up to 5 transactions) | $ 20.00 |\n| Schedule D-Capital Gains and Losses (up to 10 transactions) | $ 30.00 |\n| Schedule EIC-Earned Income Credit | $ 30.00 |\n| Schedule 1040ES-Estimated Tax | $ 10.00 |\n| Schedule R-Credit for Elderly | $ 10.00 |\n| Form 2441 Child and dependent care expenses | $ 20.00 |\n| Form 5329 Additional Taxes on Qualified Plans | $ 10.00 |\n| Form 8283 Non-cash Charitable Contributions | $ 20.00 |\n| Form 8606 Nondeductible IRAs | $ 20.00 |\n| Form 8812 Child Tax Credit | $ 20.00 |\n| Form 8829 Expenses for Business use of Home | $ 20.00 |\n| Form 8863 Education Credits (Form 1098-T) | $ 20.00 |\n| Form 8880 Credit for Qualified Retirement Savings Contribution | $ 10.00 |\n| Form 8889 Health Savings Accounts | $ 20.00 |\n| IRA Worksheet | $ 10.00 |\n| Qualified Dividend and Capital Gain Worksheet | $ 20.00 |\n| Partnership K-1, Royalties (Sch. E) | $ 20.00 |\n| Alimony received or paid | $ 10.00 |\n| Unemployment Compensation | $ 10.00 |\n| Other Income (1099-misc Box 3) | $ 10.00 |\n| Student loan Interest Deduction (form 1098-E) | $ 10.00 |\n| Educator Expenses | $ 10.00 |\n| Pub 523 Sale of Home | $ 30.00 |\n| NOL Worksheet | $ 20.00 |\n| CA 540-ES | $ 10.00 |\n| FTB NOL 3805V | $ 20.00 |\n| CA 3506 (Child & Dep. Care Expense Credit) | $ 10.00 |\n| CA 3514 (CA Earned Income Tax Credit) | $ 20.00 |\n| CA 3532 (Head of Household-CA) | $ 10.00 |\n| Form 1040NR | $ 30.00 |\n| Form 1040X Amended Return | $ 20.00 |\n\n2023 Taxpayer Organizer  \n\n| Your first name |  | M.I. | Last name |  | U. S. Citizen?\u003Cbr>Yes No","cbCaivbFQXoFUqwN","https://ap.wps.com/l/cbCaivbFQXoFUqwN","pdf",1782138,8,"English","# Tax Preparation Instructions\n# Required Documentation\n# Tax Preparation Fee Schedule\n# 2023 Taxpayer Organizer (Print Form)","[{\"question\":\"What documents are required one week before the tax appointment?\",\"answer\":\"Bring a copy of the 2022 income tax return, photo ID for the taxpayer and/or spouse, Social Security cards for all dependents, and all 2023 forms including the W-2 and the listed 1099 types and SSA-1099. Also bring receipts or canceled checks if itemizing deductions and details for any estimated tax payments.\"},{\"question\":\"Which 2023 forms should be included in the paperwork?\",\"answer\":\"Include all 2023 forms: W-2; 1099-R, 1099-INT, 1099-DIV, 1099-B, and 1099-MISC; plus SSA-1099 from Social Security and any state tax refund documentation. Additional items listed include Unemployment Compensation (1099G) and Form 1098-T and 1098-E when applicable.\"},{\"question\":\"How is the tax preparation fee calculated?\",\"answer\":\"Basic pricing starts with simple short form returns up to 2 W-2s or 2 1099s for $25.00. Additional fees apply based on having three or more W-2s/1099s and per-schedule or per-form add-ons such as Schedule A, C, D, EIC, and multiple credit and worksheet forms listed in the fee schedule.\"}]","Taxpayer Organizer 2023 - print form | PDF",1789799371]