Your tax return will be prepared by one of our tax professionals and then rechecked for accuracy. Any additional tax deductions or credits that might be available to you will be identified. We’ll also identify any potential problems the IRS may look at more closely. Then we’ll electronically file your tax return, and if you desire we’ll provide you with a bank issued refund check. We’ll show you how to adjust your payroll withholding to get more money back in your paycheck each week. Why give the IRS an interest-free loan for a year? We’ll also show you potential deductions to limit your tax liability for next year.
Proof of ID Card
Proof of identification such as Driver License, state I.D.
Social Security Card
Social Security Cards for you and all dependents.
Proof of relationship if any dependents
Proof of income from employer such as W2
Proof of 1099-misc business incomes.
Record of job-related unreimbursed expenses
Proof of interest 1099-int or dividend 1099-div.
States Tax Refund
All states income tax refund 1099-G
Social Security benefit income SA-1099
Broker & Barter
The broker transactions exchange 1099-B.
Lottery/gambling losses and winnings. 1099-G
Rental income/expenses, IRA & alimony paid or...
Mortgage Interest and insurance paid. 1098
Real Estate Taxes
Real estate & personal property taxes paid.
State & Local Taxes
State or local taxes paid (including sales tax*).
Medical and Dental
Medical, dental, eye care & prescription expenses.
Donations & Tithes
Records of cash & goods to goodwill & churches.
Records of any canceled debt such as 1099-C.
Moving & Casualty
Moving expenses paid & casualty or theft losses
Amount, tax ID or SSN. Name and Address.
Record of any Gift taxes paid
If you have gifted to your children and/or other relatives and you did file a gift tax please, have that record available.
Recodrs of any Educational Interest and Expenses
Records of tuition and education fees paid - Form 1098-T; and student loan interest paid - Form 1098-E.
* This provision has expired, but may be extended by Congress, so bring it.
** If you purchased health insurance through a Federal or a State Marketplace