Resources

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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

[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”Forms & Worksheets”][vc_column_text]Get all your information together with ease. These forms and worksheets will help make your visit to the office less stressful.

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[/vc_column_text][/vc_accordion_tab][vc_accordion_tab title=”IRS Refund “][vc_column_text]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.[/vc_column_text][/vc_accordion_tab][/vc_accordion][vc_separator type=”transparent” up=”10″ down=”10″][/vc_column][/vc_row]