Resources & Info
What to Bring
- Wage Statements/Form W-2
- Self-Employment Business Income & Expenses/1099-MISC
- Commissions Received/Paid
- Pension, Retirement Income/1099-R
- Unemployment Income/1099-G
- Canceled Debt Amount/1099-C
- Social Security Income/SSA-1099
- IRA Contributions
- Statements on the Sales of Stocks or Bonds/1099-B
- Interest & Dividend Income/1099-INT/1099-DIV
- Lottery or Gambling Winnings/Losses
- State Refund Amount/1099-G
- Income & Expenses from Rentals
- Alimony Paid or Received
- Medical & Dental Expenses
- Real Estate & Personal Property Taxes
- State or Local Taxes Paid
- Estimated Taxes or Foreign Taxes Paid
- Cash & Non-Cash Charitable Donations
- Mortgage or Home Equity Loan Interest Paid/1098
- Unreimbursed Employment-Related Expenses
- Job-Related Educational Expenses
- Educator Expenses
- Tuition & Education Fees/1098-T
- Student Loan Interest/1098-E
- Casualty or Theft Losses
- Copy of Last Year’s Federal & State Tax Returns
- Record of Purchase or Sale of Residence
- Child Care Expenses & Provider Information
- Social Security Card(s)
- Driver’s License(s) or Picture ID Cards
- Dependents’ Social Security Numbers & Dates of Birth
Tax Filing Frequently Asked Questions
Q: How do I get a copy of a prior tax return and W-2?
Q: How do I get my Form W-2?
Q: How quickly can I get my refund?
Q: How do I change the amount withheld from my check for taxes?
Q: What happens if I get a tax notice and it is after April 15?
If you get a tax notice from any tax agency regarding your return, we are available year-round to answer your questions and handle your tax problems. Call us, then send us a copy of the notice via fax, mail, or email.