E-File with Extension your Tax Return by Oct-15-2019

Tax Services

Individual Tax Preparation

Business Tax Preparation

Tax Residency Certificate

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General Documents Checklist

    Wage statements/W-2s

    Drivers license(s)

    Social Securit card(s)

    Dependents Social Security numbers and dates of birth

    Last years Federal and State tax return

    Child care expenses and provider information

    State or local taxes paid

    Unemployment income/1099-G

    Unreimbursed employment-related expenses

    Self-employed business income

    and expenses statement /1099-MISC

    Medical and dental expenses

    Alimony paid or received

    Mortgage or home equity loan interest paid/1098

    Real estate and personal property taxes

    Student loan interest/1098-E

    Casuality or theft losses

    Commissions Recevived/Paid

    Lottery or gambling winning /losses

    Pension,retirement income/1099-R

    Canceled Debt Amount statement

    Social Security income/SSA-1099

    IRA Contributions

    Statements on the sales of stocks or bonds

    Interest and dividend income/1099-INT/1099-Div

    State refund Amount /1099-G

    Income and Expenses From Rentals

    Estimated Taxes or Foreign Taxes Paid

    HUD-1 Statement or Substitute if new home Purchased

    Cash and non-cash charitable donations

    Record of Purchase or sale of residence

    Job- related educational expenses

    Educator Expenses

    Tuition and Education Fees/1098-T