Bring following items (if applicable) for your appointment.
We'll prepare your income tax return that results in the largest allowable refund for you.
Social Security Card(s)
Driver's License(s) or State ID Card
Dependents' Social Security Numbers & Dates of Birth
Last Year's Federal and State Tax Returns
Wage Statements - Form W-2
Pension or Retirement Income - Form 1099-R
Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount - Form 1099-G
Social,Security Income -: Form SSA-1099
Unemployment Income - Form 1099-G
Commissions Received/Paid
Information on sales of Stocks or Bonds - Form 1099-B
Self-Employed Business/Farm Income & Expenses - Form 1099-MISC
Lottery or Gambling Winnings - Form W-2G
Lottery or Gambling Losses
Income and Expenses From Rentals
Income from Partnerships, S Corporations, Trusts, and Estates – Schedule
IRA Contributions
Alimony Paid or Received
Child Care Expenses & Provider Information
Medical, Eye Care, and Dental Expenses
Cash and Non cash Charitable Donations (Learn how to maximize this dedl
Record of Purchase or Sale of Residence
Mortgage or Home Equity Loan Interest Paid - Form 1098
Real Estate and Personal Property Taxes Paid
State or Local Sales Taxes Paid
Unreimbursed Employment-Related Expenses
Job-Related Educational Expenses
Educator Expenses
Tuition and Education Fees - Form 1098- T
Student Loan Interest - Form 1098-E
Casualty or Theft Losses
Estimated Taxes
Foreign Taxes Paid