top of page

WHAT TO BRING

Confused about what to provide your tax preparer? Don't be! We are here to help and the following provides an overview of common documents and information needed to efficiently and accurately file your return!

Common Documents

identity

GOVERNMENT ISSUED ID
SOCIAL SECURITY CARD

income

W-2's
K-1's
ANY 1099 FORM
SELF-EMPLOYMENT INCOME
RENTAL INCOME
RETIREMENT INCOME
SAVINGS, INVESTMENTS, DIVIDENDS

dependants

SOCIAL SECURITY CARD
BIRTH CERTIFICATE
CHILDCARE EXPENSES

other

1098 OR OTHER MORTGAGE INTEREST STATEMENT
1095-A IF HEALTH INSURANCE IS THROUGH MARKETPLACE
1098-T FROM EDUCATIONAL INSTITUTIONS
1098-E FOR STUDENT LOAN INTEREST

GET YOUR FREE ESTIMATE!

CONTACT US TODAY by emailing all applicable documents to our secure email at acolon960@gmail.com

cash advances available!

See if you qualify for a cash advance of up to $2500!

bottom of page