TAX resources

Bring for each member of you household:

• Name 
• Date of Birth
• Social Security Card /ITIN/ATIN 
• Last Year’s Tax Return 
• Valid Driver’s License

income tax information

PERSONAL & BUSINESS RETURNS

• W-2’s 
• Interest (1099-INT or substitute) 
• Dividend Slips (1099-DIV or substitute) 
• Stock Sales (1099-B or Broker Statement) 
• Self-Employment Income and Expenses 
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G) 
• Pension Income (1099-R) 
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099) 
• IRA or 401(k) Distribution (1099-R) 
• Unemployment Compensation (1099-G) 
• Miscellaneous Income (1099-MISC)
• Alimony Received
• Any K1’s from business or investments
• Farm income

DEDUCTIONS / ADJUSTMENTS

• Medical Expenses 
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions 
• Employee Business Expenses 
• Gambling Losses 
• Moving Expenses 
• Rent paid and Landlord's Name and Address
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest
• Farm expenses
• Teachers – classroom expenses
• Health savings account information form 1099SA etc
• Alimony paid, to whom and their social security number
• Any SEP or SIMPLE contributions
• Health insurance paid with after tax dollars
• Causality or theft losses
• Change Higher education expenses by adding “Form 1098T” to end

TAX CREDITS

• Recipients of advance Child Tax Credit payments will need to compare the amount of payments received during 2021 with the amount of the Child Tax Credit that can be claimed on their 2021 tax return. The IRS will send Letter 6419 in January of 2022 to provide the total amount of advance Child Tax Credit payments that were received in 2021. Please bring this letter to your appointment.
• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
• Adoption Expenses 
• Retirement Savings Contributionsbr
• Any receipts for energy improvements (windows, doors, insulation, new furnace, and hot water heaters)