Resources

Tax Documents

Bring in any of the following tax documents that you have received:

 

  • W-2
  • 1098
  • 1098-E
  • 1099-INT
  • 1099-DIV
  • 1099-B
  • 1099-G
  • 1099-R
  • 1099-MISC

 

Additional information or documents you will need:

 

  • Social Security Numbers (including spouse and children)
  • Birthdates (including spouse and children)
  • Deduction Records
  • Medical and Dental Expenses
  • Real Estate and Personal Property Tax
  • Estimated or Foreign Taxes Paid
  • Donations, Cash and Non-Cash
  • Unreimbursed Employment Expenses
  • Job Related Educational Expenses
  • Child Care Expenses/Provider Information
  • Educational Expenses
  • Self-Employed Business Expenses
Forms & Worksheets

Get all your information together with ease. These forms and worksheets will help make your visit to the office less stressful.

Healthcare
IRS Refund

Taxpayers should expect to wait at least three weeks from the time the electronic return data is acknowledged and accepted by the IRS before checking the status of a refund. To check the status of a refund, call 1-800-829-4477 or go to IRS.gov.