Not sure what to bring to the office?

 

      PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

 

• Name

• Date of Birth

• Social Security Card/ITIN/ATIN

• Last Year's Tax Return

• Valid Driver's License

 

INCOME AND TAX INFORMATION: 

 

• W-2’s 

• Interest (1099-INT or substitute)

• Dividend Slips (1099-DIV or substitute)

• Stock Sales (1099-B or Broker Statement)

• Self-Employment Income and Expenses

• Sale of a Personal Residence

• Rental Income and Expenses

• Sale of any Business Assets

• Gambling or Lottery Winnings (W-2G for some winnings)

• State Income Tax Refund (1099-G)

• Pension Income (1099-R)

• Estimated Taxes Paid

• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)

• IRA or 401(k) Distribution (1099-R)

• Unemployment Compensation (1099-G)

• Miscellaneous Income (1099-MISC)

 

      DEDUCTIONS/ADJUSTMENTS:

 

• Medical Expenses 

• Real Estate or Personal Property Taxes

• Mortgage Interest

• Charitable Contributions (cash and non-cash)

• Employee Business Expenses

• Gambling Losses

• Moving Expenses

• Traditional IRA Contributions

• Higher Education Expenses

• Educator Expenses

• Student Loan Interest

 

       TAX CREDITS:

 

• Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) 

• Adoption Expenses

• Retirement Savings Contributions Credit 

 

 

 

 

 

SEND A FRIEND AND EARN $25

 

We'll give you $25 for every new customer you refer!

 

*An Easy Advance (EA) is a $750 loan secured by your tax refund and is offered by EPS Bank & Trust Company, member FDIC, to qualifying applicants. There are no fees or interest associated with the EA. Subject to underwriting and approval. EA proceeds are typically available within 24 hours of IRS acceptance of tax return (or within 24 hours of filing for those filing before the IRS start date), however, if direct deposit is selected, it may take additional time for your financial institution to post the funds to your account. Visit Taylor Tax Services & More  to learn about the cost and timing of all filing and product options. Valid Jan. 4-Feb. 29, 2016.