WHAT TO BRING

When you visit one of our Tax Pros Professionals the more documentation you have on hand during your consultation the better. Please refer to our list of documents below and some helpful forms you can print out.

  • Wage statements/W-2’s
  • State or Local taxes paid
  • Social Security Cards
  • Driver’s License(s)
  • Last year’s Federal and State return
  • Cash and non-cash charitable donations
  • Mortgage Interest Statements
  • Self Employed (Please bring income totals)
  • Self Employed (Please bring expense statements)
  • Ira Contributions
  • Commissions received/paid
  • Unemployment incomes/1099-G
  • State refund amount/1099-G
  • Income and expenses from rentals
  • Alimony paid or received
  • Real Estate Taxes paid
  • New Home – HUD Uniform settlement statement
  • Re-fiance Home – HUD Uniform settlement statement

General Information

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General Documents

Rental Deductions

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rental

E-FILE SIGNATURE

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Homeowners-Itemize

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medical

Daycare Deductions

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daycare

Business Deductions

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business