What to Bring

Personal Info

– SSN, ITIN, or ATIN
– ID, Driver License
– Last Year’s Tax Return

Income

– Wages W-2
– Pension Income 1099-R
– Alimony Received
– Rental Income
– State Refund 1099-G
– Social Security Benefits SSA 1099
– Self-Employed Income 1099-MISC
– Interes Income 1099-INT
– Gamgling Income W-2G
– Unemployment 1099-G
– Stocks or Bonds Sales 1099-B

Deductions

– Donations
– Alimony Paid
– Real Estate Taxes
– Car Registration
– Job Expenses
– Tools
– Car Mileage
– Car Gas Expenses
– Work Shoes
– Work Uniforms
– Education Expenses
– Medical & Dental Expenses
– Mortgage Interest Paid
– Keep Your Receipts

Credits

– EITC
– EITC
– Education Credit
– Childcare Expense Credit

Taxes

– Estimated Taxes
– State Taxes