Name, SSN or ITIN, and date of birth for self, spouse and dependents
Last Year's Return
Hard copy or PDF file
Estimated Taxes Paid
Documents Received
Form W-2s - wage and tax statements
Form 1095s – includes health insurance marketplace statement (1095-A), health coverage (1095-B) and employer-provided health insurance offer and coverage (1095-C)
Form 1098s - includes mortgage interest (1098) and student loan interest (1098-E)
Form 1099s - includes dividend income (1099-DIV), interest income (1099-INT & 1099-OID), merchant card and third party network payments (1099-K), miscellaneous income (1099-MISC), retirement plan distribution (1099-R), sale of home or real estate (1099-S), capital gain transactions (1099-B), distributions from an HSA, Archer MSA, or Medicare Advantage MSA (1099-SA) and unemployment compensation (1099-G)
Form 2439s - notice to shareholder of undistributed long-term capital gains Schedule K-1s - partnership, S Corporation and estate or trust income
Personal Records
Child and Dependent Care Expenses
Education Expenses Medical Expenses
Vehicle (Personal Property) Taxes Paid
Real Estate Taxes
Mortgage Interest Paid
Charitable Contributions
Business or Employee Expenses
Gambling Expenses
Investment Transactions Retirement Contributions Foreign Earned Income and Foreign Taxes Paid Moving Expenses
E-file/Print
Bank Information (Account and Routing Number for Direct Deposit of refund)
We are happy to provide you a quote once we have a better understanding of your needs. Everyone has a unique tax situation. Tax preparation fees are based off the time spent and complexity of the tax return.