resources

Tax Documents

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

You Will Also Need The Following

Additional Information or Documents

Social Security Numbers

Including spouse and children

Birthdates

Including spouse and children

Deduction Records

Detailed records

Expenses

Medical and Dental

Taxes Paid

Real Estate and Personal Property

Other Taxes

Estimated or Foreign Taxes Paid

Other Expenses

Educational Expenses

Other Expenses

Unreimbursed Employment Expenses

Other Expense

Job Related Educational Expenses

Child Care

Expenses/Provider Information

Donations

Cash and Non-Cash

Self-Employed

Business Expenses

To help make your visit to the office less stressful

Forms and Worksheets

New Clients

Information Sheet

Returning Client

Information Sheet

Stimulus Payments

2021 3rd Stimulus/Economic Impact Payment

Advance Child Tax Credit

2021 Advance Child Tax Credit Payment Letter 6419

Foreign Income

Foreign Income Letter

Legal Docs

Engagement Letter & Privacy Notification

Legal Docs

Engagement Letter & Privacy Notification New Client

Consent Form

Consent to Use Tax Information

Consent Form

Consent to Disclose Tax Return Information to Third Party

Expenses

Auto Expenses

Expenses

Business Expenses

Expenses

Daycare Business Expenses

Expenses

Hairdresser/Manicurist Expenses

Expenses

Rental Property

Native Exemption

Native Exemption

Processing Times

Where's My 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.