resources
Tax Documents
Bring in any of the following tax documents that you have received
- W-2
- 1098
- 1095-E
- 1099-INT
- 1099-B
- 1099-G
- 1099-R
- 1099-MISC
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
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.