Services
Spark One Tax & Accounting is an accounting firm with licensed CPA’s that hold valid certificates in the state of FL. We’ve laid out the types of documents required to prepare and file your taxes based on your situation.
Documentation for Individual Tax:
💼 Income Documents
- W-2 – From employers
- 1099-NEC – For self-employment or freelance work
- 1099-MISC – For other miscellaneous income (prizes, rents, etc.)
- 1099-INT / 1099-DIV – Interest and dividend income from banks or investments
- 1099-B – For stock sales or investment transactions
- 1099-R – Retirement income (pensions, IRAs, 401(k)s)
- SSA-1099 – Social Security benefits
- Unemployment income – Form 1099-G
- Alimony received (pre-2019 divorces)
🎓 Education & Student Loans
- 1098-T – Tuition statement from colleges/universities
- 1098-E – Student loan interest paid
👨👩👧 Dependents
- Social Security numbers and birth dates for all dependents
- Childcare expenses – Including provider name, address, and EIN or SSN
- Advance Child Tax Credit (Letter 6419 from IRS, if received)
💰 Deductions & Credits
- Charitable donations – Receipts or bank records
- Medical expenses – Only if they’re significant (ask if unsure)
- IRA or HSA contributions – Form 5498 or bank records
- State/local taxes paid – Including car registration fees
🏥 Healthcare
- 1095-A – If you had insurance through the Marketplace (ACA)
- 1095-B/1095-C – If provided by your employer or other source
🏠 Homeownership
- 1098 – Mortgage interest statement
- Property tax statements – From your county or mortgage company
- Closing statement (HUD-1 or similar) – If you bought or sold a home
💵 Other
- Last year’s tax return – Especially if you’re a new client
- Bank account info – For direct deposit of refunds (routing + account number)
- Any IRS letters received (CP01A, 6419, 6475, etc.)
Documentation from for Business Tax:
🗄️ Basic Company Information
- EIN (Employer Identification Number)
- Legal business name and address
- Ownership details (partners, shareholders, or members and their percentage of ownership)
- Prior-year business tax return (Forms 1065, 1120, or 1120S)
💼 Income Documents
- Profit & Loss Statement (or all income/expense records if not yet created)
- Balance Sheet
- Bank statements for business accounts
- 1099-NEC or 1099-MISC forms received by the business
- Sales reports (if product-based business)
💰 Expense Documentation
- Mileage logs (if claiming business mileage)
- Payroll reports (W-2s, W-3, 941s, state payroll filings)
- Contractor payments with totals and W-9s for each contractor
- Office rent, utilities, software, supplies, etc.
🚗 Asset & Depreciation Information
- List of fixed assets purchased or sold during the year
(computers, equipment, vehicles, machinery, furniture, etc.) - Lease or loan agreements for equipment
- Vehicle purchase information (if used for business)
💵 Business Loans & Financing
- Year-end loan balances
- Interest paid statements
- PPP, EIDL, or other government loan documentation (if applicable)
🇺🇸 State & Local Requirements
- Sales tax filings
- Business license renewal documentation
- Multi-state income documentation (if operating in multiple states)
👬Partner / Shareholder Info
- Names and SSNs/EINs of partners/shareholders
- Ownership percentages
- Capital contributions and distributions
- Guaranteed payments (for partnerships)
💸 Additional Items (If Applicable)
- R&D expenses
- Inventory totals at beginning and end of year
- Health insurance premiums paid for owners or employees
- Retirement plan contributions
Other Services
Tax Preparation
- the preparation of individual and business tax returns
- amended returns
- estimated tax calculations
- entity structure guidance for tax purposes
- prior-year catch-up filings
- year-end tax readiness reviews
- assistance with IRS correspondence (non-representation)
- providing comprehensive preparation support beyond the filing itself.
HOA Forensic Analysis (Non-Attest)
HOA Forensic Analysis is a non-attest consulting service focused on reviewing homeowners association financial activity to identify irregularities, inconsistencies, and potential risk indicators. Services may include cash-flow and reserve analysis, expense legitimacy reviews, transaction pattern evaluations, and internal control recommendations. Findings are presented in internal financial reports for HOA boards or attorneys and are performed in accordance with SSCS No. 1. This service does not provide assurance, opinions, or attestation.