Tax Services
- Current Year Individual Tax Returns
- Prior Year Tax Returns
- Amendments
- State Returns
- E-file Services
- IRS Assistance
- 1099 MISC printing
- Notary
- Payroll
- Sales Tax
What To Bring
• Driver’s license(s)
• Social Security card(s)
• Dependents’ Social Security numbers and dates of birth
• Child care expenses & provider information
• Last year’s tax return
• Wage statements / W-2s
• Pension, retirement income / 1099-Rs
• Interest and dividend income / 1099-I NT / 1099-DIV
• Mortgage or home equity loan interest paid / 1098
• Commissions
• Statements on the sales of stocks or bonds
• Self-employed business income & expenses
• Lottery or gambling winnings / losses
• State refund amount
• Social Security / Unemployment Income
• Income and expenses from rentals
• Alimony paid or received
• Record of purchase or sale of residence
• Medical and dental expenses
• Real estate and personal property taxes
• Estimated taxes or foreign taxes paid
• Cash and noncash charitable donations
• Unreimbursed employment related expenses
• Job-related educational expenses