If you have any of the items listed below available, bring them to your tax interview and let us prepare your income tax return that results in an accurate return.

• ·       Social Security Card(s)

  ·       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

  ·        Information on sales of Stocks or Bonds - Form 1099-B

  ·         Self-Employed Business Income & Expenses - Form 1099-MISC

  ·         Lottery or Gambling Winnings - Form W-2G

  ·         Income and Expenses From Rentals

  ·         Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1

  ·         IRA Contributions

  ·        Alimony Paid or Received

  ·       Child Care Expenses & Provider Information

  ·        Medical, Eye Care, and Dental Expenses

  ·        Cash and Noncash Charitable Donations  

  ·        Record of purchase, sale or refinance 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