.

Federal

• Pay Online (IRS)

• Where's My Refund?

• Track Your Amended Return

• Online Account Login (IRS)

• Transcript Request

State of Georgia

• Where's My Refund? (Georgia DOR)

• Register a New Business

Georgia Property Tax Assessors'

• Dekalb

• Fulton

• Gwinnett

• Henry

1095-A Retrieval

• Healthcare Marketplace

You and your dependents' personal information:

• Address

• Phone Number

• Copies of Driver's License/State ID (if dependents are underage, please provide DOB instead)

• Copies of Social Security Card

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Any income/tax documents

• W2s, 1099-NEC/G/INT/DIV/R etc.

• 1098s for mortgage interest/1098-Ts for college tuition

• 1095-A If you had 2022 insurance through the Healthcare Marketplace (healthcare.gov)

• Any additional documents you think might be relevant

General company information

Business Name

Types of Business

Business Address (if different from personal)

 Business Phone

EIN/TIN

Date company started

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Any business income/tax documents

Form K1 (if corporate taxes was filed)

2022 business expenses or monthly bank statements

Start-up costs/Initial investment

Fixed costs (rent, phones, insurance, etc.)

Assets (furniture, equipment, fixtures, vehicles purchased for the business, electronics, etc.)

Additional expenses not purchased with business bank account (things that are not listed in your bank statements)

Any additional documents you think might be relevant