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Bree’s Tax Service

From Anywhere, Anytime

Say goodbye to long lines and complicated filing processes. At Bree’s Tax Service, we make it easy to file your taxes securely and remotely — all from the comfort of your home.

GET UP TO $7,000 SAME DAY CASH ADVANCE

Available through refund advance programs. Terms apply.

At Bree’s Tax Service, we deliver personalized, professional tax solutions tailored to your unique needs — whether you’re an individual, business owner, or self-employed filer. As IRS-authorized tax professionals and AFSP-certified preparers, we’re committed to accurate, efficient, and stress-free tax preparation. Our team stays ahead of the curve on all IRS updates and regulation changes, so you never miss an opportunity. Count on us to be your trusted tax partner — focused on helping you stay compliant, maximize your refund, and move forward with financial confidence.

Our Tax Preparation Services Include:

🧾 Individual Tax Returns

For employees who receive W-2s and earn regular wages.

💼 Self-Employed / 1099 Returns

For freelancers, contractors, and anyone with 1099 income.

🏢 Business Tax Returns

For business owners filing taxes for their company or LLC.

📊 Personalized Tax Planning

For individuals or businesses wanting to plan ahead and save more.

🧮 Financial Consultations

For anyone needing expert guidance on money, taxes, or growth.

Whether you’re a salaried employee, contractor, or small business owner — we’ve got your tax needs covered.

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✅ Complete Tax Document Checklist
For Individuals, Self-Employed Professionals & Business Owners

Documentation Checklist

🔐 Personal Identification & Household Info (All Filers)

  • Full legal name
  • Date of birth (for each family member)
  • Valid government-issued ID (Driver’s license or State ID)
  • Social Security Card, ITIN, or ATIN (for self and dependents)
  • IRS IP PIN (if assigned)
  • Current mailing address
  • Proof of residency (e.g., utility bill, lease agreement)
  • Prior year’s Federal & State tax returns
  • Direct deposit information (voided check or routing & account number)
  • Dependent information: full name, SSN, DOB
  • Birth certificates and school/medical/daycare records (for residency or relationship proof)

💵 Income Documentation For Individuals (W-2 Employees):

  • W-2 forms (from all employers)
  • Unemployment compensation (1099-G)
  • Social Security income (SSA-1099)
  • Pension/IRA distributions (1099-R)
  • State/local tax refunds (1099-G)
  • Interest (1099-INT) & dividends (1099-DIV)
  • Gambling winnings (W-2G)
  • Stock/brokerage sales (1099-B)
  • Jury duty, prize/award winnings, tip income not reported
  • Alimony received (for pre-2019 agreements)

💵 Income Documentation For Self-Employed / 1099:

  • 1099-NEC, 1099-K, 1099-MISC
  • Cash, Zelle, Venmo, PayPal income (not on forms)
  • Gig platform summaries (Uber, DoorDash, Etsy, etc.)
  • Invoices, ledgers, bookkeeping reports
  • Barter/trade value
  • Prior year income comparison
  • Business bank statements

🧾 Deduction & Adjustment Documents Common (All Filers):

  • Medical & dental expenses (if itemizing)
  • Health insurance premiums (especially self-paid)
  • Health Savings Account contributions (Form 5498-SA)
  • Mortgage interest (Form 1098)
  • Property tax bills
  • Charitable donations (cash & non-cash with receipts)
  • Student loan interest (Form 1098-E)
  • Tuition & education expenses (Form 1098-T)
  • Traditional IRA contributions
  • Job-related expenses (state-specific deductibility)
  • Educator expenses (for teachers)
  • Real estate or personal property taxes
  • Moving expenses (military only)

📎 Other Relevant Documents (All Filers):

  • IRS/State letters or notices
  • Estimated tax payments (Form 1040-ES with proof)
  • Letters 6419 (Advance CTC) & 6475 (Stimulus payments)
  • Payment plan confirmations or prior balances
  • Business contracts, testimonials, plans, portfolios (optional)

🧾 Deduction & Adjustment Documents Self-Employed / 1099 Specific:

  • Self-employed health insurance
  • SEP IRA / Solo 401(k) contributions
  • QBI (Qualified Business Income) eligibility
  • Startup or launch expenses
  • Education/training/certifications
  • Contractor/freelancer payments

🏡 Homeowner Documentation (If Applicable):

  • Closing disclosures or HUD statements
  • Energy-efficient home upgrades (solar panels, etc.)
  • Rent or home office calculation (sq. footage, % used)
  • Utilities used for home office (internet, electricity, etc.)

🚗 Vehicle Use for Business (If Applicable):

  • Vehicle make/model, purchase date
  • Start/end of year odometer readings
  • Mileage log (business trips only)
  • Gas, maintenance, lease/loan payments
  • Auto insurance statement

👨‍👩‍👧‍👦 Tax Credits (All Filers – Bring Documentation):

  • Childcare provider name, address, EIN or SSN + amount paid
  • Adoption expenses
  • Child Tax Credit / Credit for Other Dependents
  • American Opportunity or Lifetime Learning Credit (Form 1098-T)
  • Retirement savings contribution (Form 8880)
  • Earned Income Credit (EIC): residency proof for children
  • Proof of disability (if applying for credit)
  • Marketplace insurance form (Form 1095-A for Premium Tax Credit)

🏢 Business Entity & Registration Documents:

  • Employer Identification Number (EIN) confirmation letter
  • Articles of Organization/Incorporation (LLC or Corp)
  • Operating Agreement or Bylaws
  • Partnership Agreement (if applicable)
  • State business registration/certificates
  • Business license(s)
  • Prior year business tax return (if applicable: 1120, 1120-S, 1065)

👥 Business Ownership & Partner/Shareholder Info:

  • Full legal names and SSNs/ITINs of owners or partners
  • Ownership percentages
  • Partner/shareholder capital contributions
  • K-1s issued or received (for partnerships & S-Corps)

📊 Business Financials & Accounting Records:

  • Profit & Loss (P&L) statement
  • Balance Sheet (Assets, Liabilities, Equity)
  • Cash Flow Statement
  • General Ledger
  • All business bank account statements (checking, savings)
  • Business credit card statements
  • Loan statements (principal & interest breakdown)
  • QuickBooks, Xero, Wave files or Excel exports
  • Year-end inventory count and valuation

💰 Revenue / Income Sources:

  • Invoices or sales reports
  • 1099-K forms (Stripe, PayPal, etc.)
  • 1099-NEC or MISC for vendor payments
  • Ecommerce platform summaries (Shopify, Etsy, Amazon)
  • Zelle/Venmo/Cash App income
  • Rental income (if applicable)
  • Affiliate marketing earnings or ad revenue

💸 Business Expenses & Deductible Costs:

  • Rent/lease of office or co-working space
  • Utilities (electric, internet, phone – % if shared)
  • Payroll & contractor payments
  • Employer-paid taxes (payroll, FUTA/SUTA)
  • Software & subscriptions (CRM, Zoom, Canva, etc.)
  • Insurance (general liability, cyber, E&O)
  • Professional services (lawyer, accountant, coach)
  • Office supplies, printing, furniture
  • Marketing/advertising (ads, graphics, influencer deals)
  • Meals & entertainment (with business purpose)
  • Education & certifications
  • Travel (flights, lodging, per diem)
  • Bank & merchant processor fees
  • Vehicle expenses or mileage log

📉 Business Deductions & Adjustments:

  • Health insurance premiums (owner or employees)
  • Retirement plan contributions (SEP IRA, SIMPLE IRA, Solo 401k)
  • Home office deduction (square footage calculation)
  • Self-employment tax (for owners of pass-throughs)
  • Depreciation schedules (for equipment, vehicles, property)
  • Business asset purchases or disposals (invoices, receipts)

💳 Tax Credits & Special Programs:

  • Employee Retention Credit (ERC)
  • R&D credits (if applicable)
  • Paid Family Leave credits
  • State/local tax credits or business incentives
  • Clean energy credits (solar, electric vehicles, etc.)

🧑‍💼 Employee or Contractor Details:

  • W-2s issued + payroll summary reports
  • W-3 form (summary of all W-2s)
  • Quarterly payroll filings (Forms 941/944)
  • State payroll reports (SUTA, etc.)
  • 1099-NEC forms + contractor agreements
  • EINs or SSNs for all contractors

📎 Other Supporting Documents (Businesses):

  • Business insurance certificate
  • IRS correspondence (if any)
  • EFIN registration (if you’re a tax preparer)
  • Payment plans or tax notices
  • Estimated tax payments made during the year
  • Business website screenshots (if new)

See what our client have to say about our service:

Use the form below to send us a message.

Ready to Take Your First Step? BTS Tax Software is dedicated to helping emerging tax professionals build real businesses — with real support. We’ve helped hundreds take their first confident step into the tax industry. Now it’s your turn. 📧 Have questions? Reach out at info@breestaxservice.com 📱 Follow us on Instagram: @breestaxsersvice
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Frequently Asked Questions

You'll need photo ID, Social Security cards for you and any dependents, W-2s, 1099s, and any additional income or deduction records (like child care expenses, mortgage interest, etc).

The IRS tax deadline is typically April 15th, unless it falls on a weekend or holiday. We recommend scheduling your appointment early to avoid last-minute stress.

Yes, but we recommend gathering all documents to ensure accuracy and maximize your refund. You can schedule a consultation to review what's still needed.

BTS offers several refund options, including direct deposit, paper check, or prepaid debit card. Most clients receive their refund within 21 days of filing.

Absolutely. We specialize in 1099 filers, gig workers, and small business owners. Bring any receipts, income summaries, and expense logs — we’ll help organize everything.

Yes! We offer secure remote filing options. Upload your documents through our client portal or mobile app, and we’ll handle the rest.

Pricing varies depending on return complexity. We offer transparent, upfront quotes before any filing begins. Ask about our refund advance options!

Yes — BTS offers certified notary public services. Whether you need affidavits, legal forms, power of attorney, or business documents notarized, we can help.

Our office is centrally located. Please call or check our website for the current address, business hours, and directions.

We accept both walk-ins and scheduled appointments, but booking ahead ensures you receive personalized, one-on-one service with no wait.

Our team will review your documents, prepare your return, and contact you for review and signature. Once approved, we’ll file and track your refund status.

You can reach us at:<br>
📍 Office: [Insert Address]
📧 Email: [Insert Email]
📱 Instagram: @breestaxservice