Earned Income Credit/ Child Tax Credit
Birth certificates
Social security cards
Proof of residency (school records, State issued ID, etc.)
More documents may be required based on your tax situation.
Which forms do I need to bring?
Make your appointment quick and easy by bringing in all the necessary documents and information.
For each person on your tax return we need:
Name
Date of Birth (birth certificate for minors)
Social Security Card
Last Year's Tax Return (if prepared elsewhere)
Valid ID
W-2s
Interest (1099-INT)
Dividend Income (1099-DIV)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income (Profit and Loss statement)
Sale of a Personal Residence (1099-S, closing documents)
Rental Income and expenses
Gambling or Lottery Winnings (W-2G)
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Social Security or Railroad Retirement
IRA or 401(k) Distribution
Unemployment Compensation (1099-G)
Medical Expenses
Real Estate Taxes or Personal Property Taxes (DMV tags)
Mortgage Interest
Donations
Gambling Losses
College or University Expenses
Electric Vehicle (sales contract needed)
Solar Panels (sales contract needed)
In-home office square footage
Milage
Can I drop off my forms?
Yes, of course! Bring in your forms and we will give you a call once they are ready so we can review the tax together and you can sign.
To request for a FREE spreadsheet guide to help to help your tax needs please email us aatax471@gmail.com
Self Emloyed, Truck Driver, Child Care Provider, Law Enforcement, Long Form, Rental Properties