• Last year’s tax return
• Drivers License with current address
• All your W2’s and 1099’s
• 1099-MISC forms for self-employment income
• Any additional income that is not included on a W2 or 1099
• Estimated tax payments (Federal, State, and local)
• 1099-INT interest forms
• 1099-DIV dividends forms
• K-1 forms
• 1099-SSA Social Security benefits received
• Deductible expenses
  • SEP-IRA contributions
  • Moving expenses
  • College expenses
  • Medical (including dental) expenses
  • Real estate taxes
  • Charitable donations
  • Daycare and childcare costs
  • Mortgage interest (Form 1098)
  • Student loan interest (Form 1098-E)

• If you purchased health insurance through the marketplace
  • Form 1099SA
• If you purchased health insurance through the marketplace
  • Form 1095A
• Stocks and Bonds
• Form 1099-E

E-File included with every return

• We require payment before the return can be e-filed
• Scan and upload documents to email provided with quote
• Or call to make an appointment with one of our knowledgeable preparers
• Walk-ins are always welcome!