Use these tips to help prepare for your appointment.

Required documents to keep on file:

  • Copies of Drivers License or State IDs

  • Social Security Cards

  • Proof of Residence for dependents claiming EIC

How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040

Income Documents

  • Income from jobs: forms W-2 for you and your spouse

  • Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information

  • Income from state and local income tax refunds and/or unemployment: forms 1099-G

  • Business or farming income—profit/loss statement, capital equipment information

  • If you use your home for business—home size, office size, home expenses, office expenses.

  • IRA/pension distributions—forms 1099-R, 8606

  • Rental property income/expense—profit/Loss statement, rental property suspended loss information

  • Social Security benefits—forms SSA-1099

  • Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C)

  • Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN, and address of payer

  • Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc.

  • (Use our handy IRS document search tool for your documents)

  • How can I check on my tax refunds? Tax Related Websites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040

Other Documents

  • IRA contributions

  • Energy credits

  • Student loan interest

  • Medical Savings Account (MSA) contributions

  • Moving expenses (for tax years prior to 2018 only)

  • Self-employed health insurance payments

  • Keogh, SEP, SIMPLE and other self-employed pension plans

  • Alimony paid that is tax deductible

  • Educator expenses

  • State and local income taxes paid

  • Real estate taxes paid

  • Personal property taxes—vehicle license fee based on value

  • Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.

  • Direct deposit information—routing and account numbers

  • Foreign bank account information—location, name of bank, account number, peak value of account during the year

Tax deduction documents:

  • Advance Child Tax Credit payment

  • Childcare costs—provider’s name, address, tax id, and amount paid

  • Education costs—forms 1098-T, education expenses

  • Adoption costs—SSN of child, legal, medical, and transportation costs

  • Home mortgage interest and points you paid Forms 1098

  • Investment interest expense

  • Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses

  • Casualty and theft losses—amount of damage, insurance reimbursements

  • Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)  (for tax years prior to 2018 only)

  • Medical and dental expenses​

Don't hesitate to ask a question, we would love to help!

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Saturday     Closed
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150 Stanley Court, Suite A
Lawrenceville, GA 30046