PREPARING FOR TAX DAY

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Call First for Appointment?

Call or Schedule here.

Electronic Filing Offered?

Yes.

Remote/Online Service Available?

Yes, strongly encouraged.

Required documents to keep on file:

  • Copies of Drivers License or State IDs
  • Social Security Cards
  • Proof of Residence for dependents claiming EIC

Income documents:

  • W-2s
  • 1099s
  • Proof of jury duty pay
  • Proof of alimony you received
  • Social Security statement (1099-SSA)
  • Dividend and interest statements (1099-DIV and 1099-INT)
  • Retirement distributions (1099-R)
  • Brokerage statements (1099-B), along with statements showing when you bought and sold your investments.
  • K-1 statements reporting profits from partnerships, trusts, and small businesses
  • Record of income and expenses for your rental property
  • Record of income and expenses for your self-employment

(Use our handy IRS document search tool for your documents)

Other tax documents:

  • HUD-1 Escrow statement for property you bought or sold
  • Summary of moving expenses
  • Summary of educational expenses (college tuition)
  • Summary of your child care, daycare, or adult day care expenses
  • IRA contributions (traditional, SEP, or rollovers)
  • Student loan interest paid (1098-E)

Tax deduction documents:

  • Health care expenses (doctors, dentists, health insurance, eye care, medicine)
  • Real estate taxes
  • Motor vehicle registration
  • Mortgage interest paid (1098)
  • Gifts to charity
  • Last year’s tax preparation fees
  • Job-related expenses (union dues, job education, uniforms
  • Loss of property due to casualty or theft
  • Gambling losses

How can I check on my tax refunds?

Tax Related Web-sites/phone numbers:
IRS www.irs.gov
IRS Get Refund Status
IRS Inquiry Phone: (800) 829-1040