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Check List

Here is a list of items that you should bring to file your taxes.  

If you are missing any items don't worry, our tax professional will assist you getting them.

Picture ID

Drivers License, State Id, Passport or Military ID

Income Forms

Employee (W2)

Independent Contractor  (1099MISC)

Interest (1099INT)

Social Security / Retirement 

Dividends (1099DIV) or Rentals

Stock or Mutual Funds (1099B)

Unemployment 

Other income

Health Insurance Forms

ACA / Obamacare (1095A)

Medicaid/Gov Help (1095B)

Health Insurance Infomation

Social Security Card

Preferred - Not required

Expenses

Self-employment expenses

Un-reimburse expenses from work

Education expenses

Rental Expenses

Medical/Dental Expenses

Donations

Miscellaneous

Sell a home

Take an IRA or 401(K) distribution

Adopt a child

Suffer catastrophic lost

Gambling winnings/losses

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You can easily file your taxes online or at our office, book your appointment now and get the Maximum Refund Guaranteed

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