FAQs

Earned Income Credit/ Child Tax Credit

For EIC Qualifying Children please provide:

birth certificates
social security cards
proof of residency (school records, State issued ID, etc.)

More documents may be required based on your tax situation.

Which forms do I need to bring?

Make your appointment quick and easy by bringing in all the necessary documents and information.

For each person on your tax return we need:

Name
Date of Birth (birth certificate for minors)
Social Security Card
Last Year's Tax Return (if prepared elsewhere)
Valid ID

Possible forms may include:

W-2s
Interest (1099-INT)
Dividend Income (1099-DIV)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income (Profit and Loss statement)
Sale of a Personal Residence (1099-S, closing documents)
Rental Income and expenses
Gambling or Lottery Winnings (W-2G)
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Social Security or Railroad Retirement
IRA or 401(k) Distribution
Unemployment Compensation (1099-G)

Deductions or adjustments may include:

Medical Expenses
Real Estate Taxes or Personal Property Taxes (DMV tags)
Mortgage Interest
Donations
Gambling Losses
College or University Expenses
Electric Vehicle (sales contract needed)
Solar Panels (sales contract needed)
In-home office square footage
Milage

Can I drop off my forms?

Yes, of course! Bring in your forms and we will give you a call once they are ready so we can review the tax together and you can sign.

Prepare for your tax preparation appointment

Click the PDF down below to download spreadsheet guides to help with your tax needs.

Self-Employed

The most commonly requested spreadsheet. Use this guide to create your profit and loss statement for the year. Total your income from all your sources including cash, credit, paypal, zelle, venmo, etc. Next, add up your expenses into different categories. This is general spreadsheets so you may customize it by entering the name of your expenses in the blank columns. Remember to save your receipts!

Truck Driver

Truck drivers use this spreadsheet to total your income and expenses for the year.

Child Care Providers

Child care providers use this spreadsheet to total your income and expenses for the year.

Law Enforcement

Law Enforcement use this spreadsheet to total your expenses for the year.

Long Form

Homeowners use this spreadsheet to total your tax deductible expenses for the year.

Rental Properties

For rental properties, please use one form per rental.