Tax Prep

When scheduling a tax appointment, please remember to have the documents below.

Single/MFS/HOH

$300 up to 5 forms (not including ID or SS card)

MFJ

$400 up to 8 forms (not including ID or SS card)

LLC filing (sch C)

+$100

Additional forms $25 each or 5 for $100

Corporate filings (C Corp, S Corp, non profits) starting TBD by consultation

Quarterly filing TBD by consultation

Personal documents

• Photo ID
• Social Security Number or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents
• Birth dates for you, your spouse, and dependents on the tax return
• Bank account and routing number or a voided check for direct deposit of your refund
• Identity Protection PIN (IP PIN), if you have one

Income Employment

• W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)

• 1099-NEC and/or 1099-K
• Records of income not reported on 1099 forms
• Records of expenses including receipts, credit statements, etc.
• Record of estimated tax payments

Retirement or Disability Benefits

• SSA-1099 form for Social Security benefits
• 1099-R for pension/IRA/annuity income

Unemployment Income

• 1099-G for unemployment benefits

Other sources of income

• 1099-G for refund of state/local income taxes
• 1098-T for scholarships/fellowships
• Income or loss from the sale of stocks, bonds, or real estate
• Income or loss from rental property
• Alimony received
• Statements for prizes or lottery/gambling winnings
• 1099-INT/1099-DIV for Interest and dividend statements from banks
• Records for any other income

Expenses
You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have.

• Retirement contributions, including a 401(k) or IRA
• State and local taxes you’ve paid
• Mortgage statements and property tax bills if you are a homeowner
• College tuition (Form 1098-T) and student loan statements (Form 1098-E)
• Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number)
• Receipts for charitable donations
• Medical and dental bills
• Records for supplies used as an educator

Other Tax Documents or Notices

• Form 1095-A if you had coverage through the Health Insurance Marketplace
• Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”

Please note that due to inflation and cost of living, current filing fees and preparation cost have been adjusted. (typically this is a $50-100 cost difference) for more information, please confirm prior to the filing of your return.