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If you want to maximize your tax dollars please have all necessary information relevant to your tax situations.
Call or fill out form on the Q & A Page for a quote on cost.
1099-A HUD-1 Escrow statement for property you bought or sold,
1098-T Statement of educational expenses (college tuition)
1098-E Statement of student loan interest paid
1098-Mortgage Interest Statement
Summary of moving expenses
Summary of your child care, day care, or adult day care expenses (Provider or Individual).
Real Estate Taxes
Health care expenses (doctors, dentist, health insurance, eye care, medicine, cost of prescription)
Gifts to charity
Tax preparation fees
Job -related expenses (union dues, job education, uniforms,]
Loss of property due to casualty or theft
Car registration fees
OTHER TAX DOCUMENTS:
Name-AS APPEARS ON SOCIAL SECURITY CARD
Social Security #
PRIMARY TAXPAYER-Name, Social security#, birthday
Bank Acct(Routing & Bank Acct and Bank name
Email address( set up with yahoo.com)
Name, address, phone numbers (2), city, state, zip code
Rental Information: Landlord name, address, city, state, phone number.
W-2s from your employers
1099-MISC Forms for self-employment income (spreadsheet, notebook, any written document).
1099-INT (interest) and 1099-DIV (dividends) forms,
1099-B forms showing brokerage trades in stocks and bonds,
K-1 forms for income from a partnership, small business, or trust,
1099-SSA form showing Social Security received
1099-R -Retirement Distribution (IRA, TRADITION, SEP, ROLLOVERS, CONTRIBUTIONS)
1099-WG-Gambling Winnings Statement/Gambling losses
Other Income- Proof of jury duty pay, alimony, monies received for performing services
Record of income and expenses for your rental property
Record of income and expenses for your self-employment
If you paid estimated taxes, bring a summary of your federal and state estimated payments and canceled checks.