Remote Clients:

Taxgenie serves hundreds of clients to file their taxes who are not in Bay Area. If you do not live in Bay Area or have moved out of the country, we will be glad to help you file your taxes accurately and will also make sure you get the “Maximum Refund” that you are entitled to.
Please send us an email to contact@taxgenie.com or call us on (408) 868-4567 and a tax preparer will help you initiate your tax filing process right away and walk thru the complete process.

Below is a list of documents that we might need in this process:

  • Forms W-2 for all employers for whom you and your spouse worked during the year
  • Interest income
  • Dividend income
  • Mortgage Interest
  • Student Loan Interest
  • Day Care Expenses
  • Proceeds from the sale of stocks, bonds, etc.
  • Confirmation slips or brokers' statements for all stocks, etc., that you sold
  • Income from foreign investments

 


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