Call First for Appointment?

Call to schedule

Electronic Filing Offered?

Yes.

Drop-off Service Available?

Yes, strongly encouraged.

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Required documents to keep on file:

• Copies of Drivers License or State IDs

• Social Security Cards

• Proof of Residence for dependents claiming EIC (example School letter, medical bills etc)

Also if this is your first year filing with us please bring the prior year or prior 2 years tax returns. If you have depreciation, make sure the detailed schedules are included.

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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  IRS document search tool for your documents)

 

Other tax documents:

• 1095A, 1095B, 1095C- other health insurance 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, day care, 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