Call First for Appointment?

Call or Schedule here.

Electronic Filing Offered?

Yes.

Drop-off Service Available?

Yes, strongly encouraged.

Required documents to keep on file:

• Copies of Drivers License or State IDs
• Social Security Cards
• Proof of Residence for dependents claiming EIC

Income documents:

• W-2s
• 1099s
• Proof of jury duty pay
• Proof of alimony you received
• Social Security statement (1099-SSA)
• Dividend and interest statements (1099-DIV and 1099-INT)
• Retirement distributions (1099-R)
• Brokerage statements (1099-B), along with statements showing when you bought and sold your investments.
• K-1 statements reporting profits from partnerships, trusts, and small businesses
• Record of income and expenses for your rental property
• Record of income and expenses for your self-employment

(Use our handy IRS document search tool for your documents)

Other tax documents:

• HUD-1 Escrow statement for property you bought or sold
• Summary of moving expenses
• Summary of educational expenses (college tuition)
• Summary of your child care, day care, or adult day care expenses
• IRA contributions (traditional, SEP, or rollovers)
• Student loan interest paid (1098-E)

Tax deduction documents:

• Health care expenses (doctors, dentists, health insurance, eye care, medicine)
• Real estate taxes
• Motor vehicle registration
• Mortgage interest paid (1098)
• Gifts to charity
• Last year’s tax preparation fees
• Job-related expenses (union dues, job education, uniforms
• Loss of property due to casualty or theft
• Gambling losses

How can I check on my tax refunds?

Tax Related Web-sites/phone numbers:
IRS www.irs.gov
IRS Get Refund Status
IRS Inquiry Phone: (800) 829-1040