Tax Credits

Do You Have:

Y/N
___ Child Care Provider Address, I.D. Number and Amounts Paid
___ Adoption Expense Information
___ Foreign Taxes paid
___ First Time Home Buyer Tax CreditType your paragraph here.

Retirement Income

Do You Have:

Y/N

____Retirement Income: Form 1099-R

____Social Security Income and Railroad Retirement Income: Form SSA-1099

General Information
Do you have:
Y/N 
____Copy of Last Year's Tax Return
____Social Security Card (You & Household)
____Education Expenses (You & Household)
____Dependents' Names

____Dependents' Birth Records (if new)
____Care Expenses for Each Dependent
____Prior Year Adjusted Gross Income (AGI) & Personal Identification Number
____Routing Transmit Number (RTN) (For direct deposit/debit purposes)
____Bank Account Number  (For direct deposit/debit purposes)

Volunteer Work
___ Tax Deductible Mileage for Volunteer Purposes
___ Casualty and Theft Losses
___ Unreimbursed Expenses Related to Your Job
___ Miles Traveled Related to Your Job
___ Union and Professional Dues
___ Investment Expenses
___ Job-hunting Expenses
___ IRA Contributions
___ Student Loan Interest Paid
___ Moving Expenses
___ Last Year's Tax Preparation Fee

Call for an appointment: 

(804)-520-4124​
Or come on in. Walk-ins are welcome!​
138 Pickwick Ave
​Colonial Heights, VA 23834

THESE ARE THE MOST COMMON FORMS. YOUR NEEDS MAY VARY. PLEASE CALL IF YOU NEED ASSISTANCE. 804-520-4124

Tax Estimate Payments
Do you have:
Y/N 
____Stimated Tax Payments Made with ES Vouchers
____Last Year's Tax Return Overpayment Applied to This Year
____Off Highway Fuel Taxes Paid

Business Income

Do You Have:
Y/N
___ Business Income and Expenses
___ Rental Income and Expenses
___ Farm Income and Expenses
___ Form K-1 Income from Partnerships, Trusts, and S-Corporations
___ Tax Deductible Miles Traveled for Business Purposes
Type your paragraph here.

​Taxable Income

Do you have:
Y/N
____W-2 Form(s) Include all Income and Tips
____Interest Income Statements: Form 1099-INT & 1099-OID
____Dividend Income Statements: Form 1099-DIV
____Sales of Stock, Land, etc. for Capital Gains: Form 1099-B
____Sales of Real Estate: Form 1099-S
____State Tax Refunds: Form 1099-G
____Alimony Received or Paid
____Unemployment Compensation Received
____Miscellaneous Income: Form 1099-MISC

Expenses and Tax Deductions
Do you have:
Y/N 
____Medical Expenses for the Family
____Medical Insurance Paid
____Prescription Medicines and Drugs
____Doctor and Dentist Payments
____Hospital and Nurse Payments
____Tax Deductible Miles Traveled for Medical Purposes
____Home Mortgage Interest from Form 1098
____Home Second Mortgage Interest Paid
____Real Estate Taxes Paid
____State Taxes Paid with Last Year's Return (if claiming itemized deductions)
____Personal Property Taxes Paid
____Charitable Cash Contributions
____Fair Market Value of Non-cash Contributions to Charities