What You’ll Need

The upload section of the website is undergoing some maintenance and will be down for the rest of the season.  Sorry for the inconvenience.-Posted March 9, 2025.

Important info:There is a new requirement for all owners of LLC’s and corporations to declare their ownership of such. Its called a Beneficial Ownership Report (BOIR). This has to be done by March 21, 2025. Here is the link to make the filing:
https://boiefiling.fincen.gov/

THE LAST DAY TO DROP OFF YOUR TAXES IS MARCH 31, 2025. IF YOU DROP OFF BETWEEN APRIL 1 AND APRIL 15 AN EXTENSION WILL BE FILED ON YOUR BEHALF AND THE RETURNS WILL BE DONE IN THE ORDER THEY ARE RECEIVED.

What should I bring for my tax appointment?

LAST YEAR’S TAX RETURN
W-2’S FROM ALL EMPLOYERSCOPY OF ALL 1099’S RECEIVED1099 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 SOLD  A HOUSE IF YOU HAVE INSURANCE THROUGH HEALTHCARE.GOV BRING YOUR 1095-ACONTRIBUTIONS/DONATIONS LISTING 
MEDICAL EXPENSES (IF VERY SIGNIFICANT. MEDICAL EXPENSES HAVE TO EXCEED 7.5% OF YOUR HOUSEHOLD INCOME BEFORE THEY START COUNTING TOWARDS YOUR ITEMIZED DEDUCTIONS)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