What We Will Prepare:

• Wages, salaries, etc. (Form W-2)
• Interest Income (Form 1099-INT)
• Dividends Received (Form 1099-DIV)
• Unemployment Benefits (Form 1099-G)
• IRA Distributions (Form 1099-R)
• Pension Income (Forms 1099-R, RRB-1099, CSA-1099)
• Social Security Benefits (Form SSA-1099)
• Simple Capital Gain/Loss (Form 1099-B)
• Sale of Home (Form 1099-S) limited
• Self-employed Income (Form 1099-MISC) limited
• Gambling Winnings (Form W-2G)
• Cancellation of Debt (Form 1099-C) limited
• Health Savings Accounts (Form 1099-SA) limited
• Itemized Deductions limited
• Education Credits (Form 1098-T)
• Child Tax Credit
• Earned Income Credit
• ACA Statements (Forms 1095-A, B or C)

We Will Not Prepare:

• Schedule C with loss, depreciation or business use of home
• Complicated Schedule D (capital gains and losses)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8615 (child taxed at parent’s tax rate)
• Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Premium Tax Credits)

What Do I Need To Bring?​

• Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and/or dependents
• Photo identification for you and your spouse (if married)
• Birth dates for you, spouse and/or dependents
• Any and All tax documents that you may have received during the year
• All Forms W-2, 1098, and 1099
• Forms 1095-A, B or C (ACA Statements)
• Total paid to day care provider and their tax ID number
• For direct deposit of refund, proof of account and bank’s routing number

Please Expect Long Wait Times

Our students and staff are working hard to acquire accurate information. The wait times may be longer than expected. Please be prepared for a wait when you come in for services. 

We appreciate your patience.