What You’ll Need

Now scheduling appointments for tax year 2020. Call or email soon to get your preferred time.

THE LAST DAY TO DROP OFF YOUR TAXES IS APRIL 2, 2021

What should I bring for my tax appointment?

LAST YEAR’S TAX RETURN
W-2’S FROM ALL EMPLOYERS

YOU SHOULD KNOW HOW MUCH IN STIMULUS PAYMENTS YOU RECEIVED (This is not taxable income and does not lower your refund but you may be entitled to additional stimulus)

COPY OF ALL 1099’S RECEIVED

1099 FROM THE STATE IF YOU RECEIVED UNEMPLOYMENT BENEFITS

 

 

INTEREST & DIVIDEND INCOME
MORTGAGE INTEREST STATEMENT
PROPERTY TAXES
-These might be listed on your Mortgage statement if paid through an escrow account.
CLOSING PAPERS IF YOU BOUGHT OR SOLDĀ  A HOUSE

IF YOU HAVE INSURANCE THROUGH HEALTHCARE.GOV BRING YOUR 1095-A

CONTRIBUTIONS/DONATIONS LISTING (FOR TAX YEAR 2020 YOU CAN TAKE A $300 DEDUCTION FOR DONATIONS EVEN IF YOU DON’T ITEMIZE)

MEDICAL EXPENSES (IF VERY SIGNIFICANT)

IF YOU HAD A HEALTH SAVINGS ACCOUNT BRING FORM 1099-SA

COST OF LICENSE PLATES
DAY CARE EXPENSES
-Name, Address, Tax ID number of Provider and amount paid
TUITION EXPENSE -Form 1098-T
STUDENT LOAN INTEREST
STOCK SALES
-Need the cost basis of stock if not listed on the form
If self-employed we would need a summary of revenues and expenses