Tax Services Inquiry

Thank you for choosing Worldwide Solutions Corp. Please complete the form below and a member of our tax team will follow up with you promptly to get your return underway.

Name

Phone

Tax Type

Business Tax Details

Please complete this section with your business tax details. Use the phone field above for your main business contact number.

Business Identity

Tell us how your business is registered and what it does.

Legal Business Name

Business Structure

Business TIN Use SSN only if you are a sole proprietor.

Business Address Country / Region

Flat / House No. / Building / Apartment

Business Street Address

Business City

Business State / Province

Business ZIP / Postal Code

Business Activity

Tax Documents And Banking

Share the records that help us prepare your return accurately.

Did you receive any 1099 forms?

Did you file business returns before?

Bank Routing Number

Bank Account Number

Prior Year Returns

Operations And Compliance

Answer these business activity questions so we can identify any additional filing needs.

Did you pay $600 or more to any individual or unincorporated contractor?

If yes, did you file Form 1099-NEC?

Were business meals properly documented?

Did you have W-2 employees?

Were any assets disposed of or taken out of service?

Did the business take out new loans or receive PPP loan forgiveness?

Vehicle Usage

Complete this section only if you drove for business during the year.

Did you drive for business?

Do you own or lease the vehicle?

Total Miles Driven

Business Miles Driven

Supporting Documents

Upload any business tax documents you want us to review with this request, such as prior-year business returns, profit and loss statements, balance sheets, bookkeeping exports, bank statements, payroll reports, 1099s received, or IRS/state notices.

Upload Documents Accepted file types: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX, and CSV.

Personal Tax Details

Please complete this section with your personal tax information so we can prepare your return accurately and follow up only on what is missing.

Personal and household information

Start with your filing status, identification details, and anyone claimed on your return.

Filing Status

Taxpayer First Name

Taxpayer Middle Initial

Taxpayer Last Name

Taxpayer Date of Birth

Taxpayer SSN / ITIN

Mailing Address Country / Region

Flat / House No. / Building / Apartment

Mailing Street Address

Mailing City

Mailing State / Province

Mailing ZIP / Postal Code

Did you receive an IRS IP PIN?

IP PIN Details

Dependent information

Tell us how many dependents are being claimed, and a separate card will appear for each one.

Number of Dependents

Taxpayer income and employment

Let us know which types of income the taxpayer received so we can identify the right forms and follow-up documents.

How many W-2 jobs did you have?

Did you receive 1099-NEC, 1099-MISC, 1099-K, or cash income?

Did you receive pension, annuity, or IRA proceeds (1099-R)?

Did you sell stocks, bonds, or real estate?

Did you receive gambling winnings, jury duty pay, or prizes?

Did you receive unemployment benefits (1099-G)?

Spouse income and employment

Complete this section only when spouse information is required so we can track spouse income separately.

How many W-2 jobs did your spouse have?

Did your spouse receive 1099-NEC, 1099-MISC, 1099-K, or cash income?

Did your spouse receive pension, annuity, or IRA proceeds (1099-R)?

Did your spouse sell stocks, bonds, or real estate?

Did your spouse receive gambling winnings, jury duty pay, or prizes?

Did your spouse receive unemployment benefits (1099-G)?

Taxpayer health insurance

Complete this section for the taxpayer so we can account for Marketplace coverage.

Did you have Marketplace insurance (1095-A)?

Banking

Provide your preferred refund or payment account details.

Routing Number

Account Number

Final review

Tell us about notices or prior returns so we can prepare for anything that may affect your or your spouse's filing.

Did you or your spouse receive any letters from the IRS or state tax authorities?

Can you provide a copy of last year's tax return for you and your spouse, if applicable?

Additional Notes

Supporting documents

Upload any personal tax documents you want us to review with this request, such as prior-year returns, W-2s, 1099s, Social Security or retirement forms, 1095-A forms, IRS/state notices, dependent documents, or photo ID support documents.

Upload Documents Accepted file types: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX, and CSV.

1099 Preparation Details

Complete the payer, recipient, and compensation details below so we can prepare the 1099 accurately.

Payer Information

Enter the company details exactly as they should appear on the form.

Company Name

Company TIN

Company Address Country / Region

Flat / House No. / Building / Apartment

Company Street Address

Company City

Company State / Province

Company ZIP / Postal Code

Recipient Information

Add the recipient details exactly as they should print on the 1099.

Recipient Name

Recipient TIN

Recipient TIN Number

Recipient Address Country / Region

Flat / House No. / Building / Apartment

Recipient Street Address

Recipient City

Recipient State / Province

Recipient ZIP / Postal Code

Compensation And Tax Details

Provide the payment and withholding amounts for this 1099 entry.

Federal Income Tax Withheld

State Tax Withheld

State Income

Nonemployee Compensation

Additional Notes

Supporting Documents

Upload any 1099 preparation documents you want us to review, such as payer payment records, vendor lists, W-9s, recipient tax forms, backup withholding notices, prior 1099 copies, or correction notes.

Upload Documents Accepted file types: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX, and CSV.

Tax Services Inquiry

Business Tax Details

Business Identity

Tax Documents And Banking

Operations And Compliance

Vehicle Usage

Supporting Documents

Personal Tax Details

Personal and household information

Spouse information

Dependent information

Dependent

Taxpayer income and employment

Spouse income and employment

Taxpayer health insurance

Spouse health insurance

Banking

Final review

Supporting documents

1099 Preparation Details

Payer Information

Recipient Information

Compensation And Tax Details

Supporting Documents