Income Tax Return Services

Income Tax Services

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In an effort to provide you with the best customer service, it is important to bring the following information with you in order to file your tax return efficiently.
Forms/Documents:  ( If you have one or more of the following forms, please bring them with you ).
  •  Wage statements / Form W-2
  •  Self-employment business income and expenses / Form 1099-MISC
  •  Alimony paid or received
  •  Commissions received / paid
  •  Driver's License(s)Pension, retirement income / Form 1099-R
  •  Canceled Debt Amount / Form 1099-C
  •  Casualty or theft losses
  •  Cash and non-cash charitable donations
  •  Child care expenses and provider information
  •  Dependants' Social Security numbers and dates of birth
  •  Driver's License(s)Pension, retirement income / Form 1099-R
  •  Educator expenses
  •  Estimated taxes or foreign taxes paid
  •  Interest and dividend income /1099-INT / 1099-DIV
  •  Information concerning your Stimulus payment check
  •  IRA contributions
  •  Income and expenses from rentals
  •  Job-related educational expenses
  •  Last year's Federal and State tax return
  •  Lottery or gambling winnings/losses
  •  Medical and dental expenses
  •  Mortgage or home equity loan interest paid/1098
  •  Pension, retirement income / Form 1099-R * Real estate and personal property taxes
  •  Record of purchase or sale of residence
  •  Social Security income / Form SSA-1099
  •  Social Security card(s)
  •  Statements on the sales of stocks or bonds/1099-B
  •  State refund amount/1099-G
  •  State or local taxes paid
  •  Student loan interest/1098-E
  •  Tuition and Education Fees/1098-T
  •  Unreimbursed employment-related expenses
  •  Unemployment income / Form 1099-G

Self employment Information:

  • Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s.
  • Records of all expenses / check registers or credit card statements and receipts.
  • Business use asset information (cost, date placed in service, etc.) for depreciation.
  • Office in home information, ( if applicable ).

If you have a different tax form that is not listed above, please talk to one of our tax specialist for assistance with that particular tax form.