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.
THE LAST DAY TO DROP OFF YOUR TAXES IS MARCH 31, 2026. 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 EMPLOYERS
COPY OF ALL 1099’S RECEIVED 1099 FROM THE STATE IF YOU RECEIVED UNEMPLOYMENT BENEFITS |
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| 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-A CONTRIBUTIONS/DONATIONS LISTING -Even if you don’t itemize single taxpayers can deduct up to $1000 and married filers can deduct up to $2000 Car loan Interest-New deduction for 2025. If you purchased a new vehicle this year that was assembled in the US the interest is deductible. Please bring proof of interest paid and the VIN number. Paid Overtime Wages?-New this year some of that overtime pay is deductible. This will not be separated on your W2 so please bring your final paystub for the year. |
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| 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 revenue and expenses | ||||||||