Remote Tax Preparation Services
If you live outside of Massachusetts, GenerationTax can service your tax needs thru the mail or via email. We will provide you with a cost estimate prior to
completing your tax returns. In most instances, your tax returns
will be completed within 48 hours after we receive your tax
documents. As always, you will receive our close personal
attention to ensure you get all the deductions and credits you
are entitled to. We will call you upon completing your returns
to discuss the results and answer any question you may have. You
will also receive free audit assistance
in the unlikely event your tax returns are ever questioned by
the IRS or state tax authorities.
After you’ve spoken with us (617-338-2210) and once you’ve received all your official 2021 tax documents, please mail the following:
- If you are a new client, please send copies of your 2020
federal and state tax returns.
- Please provide a copy of your driver license and a copy of
your spouse’s driver’s license if you’re married.
- Please prepare a cover page with your current address, day and
evening phone numbers, your email address, your occupation and
your date of birth. If you’re married, please indicate your
spouse’s legal name (as listed on social security card),
occupation and date of birth. If you have children, please provide
each child’s legal name, date of birth and social security
number. On the cover page, kindly indicate the states you lived in
during 2021 along with the dates you lived in each state.
- Please summarize your itemized deductions including: medical
expenses, auto excise tax, tax preparation fees, custodial fees,
financial planning fees, interest on mortgages and home equity
loans (include 1098 forms), mortgage insurance premiums, real
estate taxes, casualty and theft losses, investment related
subscriptions, uniforms, cash and non-cash charitable donations
(provide receipts for non-cash donations), safe deposit box fees
and unreimbursed job related expenses such as job seeking
expenses, cell phone charges, tools, luggage, online fees, trade
journals, travel, meals and entertainment.
- Send all your applicable W-2 forms, 1099 forms, interest
income, dividend income, K-1 forms, pension or IRA distributions
forms, brokerage account forms and student loan interest
forms.
- New this year, the IRS will send letters for Advanced Child Tax Credits (Letter 6419) and Third Economic Impact Payments (Letter 6475), please include these letters, if you received them, with your other tax documents.
- If you converted a Traditional IRA to a Roth IRA, please
indicate the amount of any applicable after-tax Traditional IRA
contributions you made over the years.
- If you paid for dependent care expense, please provide each
providers name, address, federal identification number or social
security number and the amount paid to each provider. We will also
need the names of each child that was cared for and the total
amount paid in childcare expenses for each child. If you have a
nanny and use a nanny tax service to handle the employment taxes,
please send your completed Schedule H.
- If you were self-employed during 2021, please prepare a simple
1 page income statement which summarizes your gross
self-employment income during 2021 and your applicable expenses
categorized and summarized by the type of expense
(i.e. advertising, equipment, supplies, etc).
- If you owned rental property during 2021, please prepare a
simple 1 page income statement showing the gross rental income you
received during 2021 and your applicable expenses categorized and
summarized by the type of expense (i.e. advertising, mortgage
interest, real estate taxes, repairs, maintenance, condo fees,
etc). We’ll also need to know when you started renting the
property, how much you originally paid for the property less the
value of the land on the purchase date and the FMV of the property
less the value of the land on the date you began renting the
property. We’ll also need to know the total number of days the
property was rented in 2021 and the total number of days you
personally used the property in 2021.
- If you are deducting a portion of your home for business use,
please calculate the square footage of the area used for
business. In addition, we will need to know the date you began
using the space for business, how much you originally paid for the
property and a summary of your utility expenses (gas, electric,
oil, condo fees, landscaping, snowplowing, maintenance, etc),
major home improvements and direct office expenses (repairs,
business phone, etc).
- Please summarize the rent you paid during 2021 and your
landlord's name and address.
- Please summarize your moving expenses. You can only deduct the
cost to move your household goods, storage and the one-time trip
to make the final move to your new location.
- If you qualify to deduct your graduate
school expenses, please summarize how much you PAID in tuition
and books DURING 2021. Note: amounts paid for tuition may include
loans credited to the University DURING 2021. If applicable,
please indicate how much you received in scholarships or
fellowships DURING 2021. Please send Form 1098T (Tuition
Statement) and all your actual tuition billing statements for
2021. You can also send receipts for computers and peripherals you
purchased for school during 2021. Note: Form 1098T (Tuition
Statement) represents tuition BILLED during 2021. This is NOT
always the number we use. You can only deduct the amount of
qualified tuition PAID during 2021. Please also provide the amount
of any tuition which was reimbursed by your employer. Finally,
bring a copy of your most recent resume.
- If you did not live outside the United States in 2021 and you
had foreign financial assets (i.e. bank accounts, brokerage
accounts, foreign partnerships, etc.) where the total value of
your foreign assets was more than $50,000 ($100,000 if married) on
the last day of the tax year or more than $75,000 ($150,000
married) at any time during 2021 you will need to complete and
provide Form 8938. If applicable, please
see http://www.irs.gov/pub/irs-pdf/f8938.pdf
and http://www.irs.gov/pub/irs-pdf/i8938.pdf for
more details.
- If you lived abroad during 2021,
please click here.
- If you are a foreign national on a F-1 or J-1 Visa, please
summarize the following information on your cover page:
- Your permanent address where you are a citizen.
- Your F-1 / J-1 VISA number.
- The actual dates entered / left the United States in 2021.
- The number of days you were in the United States for the following years: 2019, 2020 and 2001
- Please send a cancelled check for direct deposit and wiring
information.
- If you made any estimated tax payments for 2021, we will need
to know the date paid and amount paid of all federal and state
estimated tax payments.
- Finally, please include any other official tax documents you
received not mentioned above.
Please mail your documents to our Boston address below. We will contact you promptly after we receive them. Feel free to contact us anytime at 617-338-2210 to discuss the preparation of your 2021 tax returns.
Important Note: If you use FedEx, DHL, UPS, etc., please
waive the signature requirement to confirm receipt as it will
delay delivery of your documents. Thank You.

GenerationTax Corporation
20 Park Plaza, Suite 441
Boston, MA 02116