Our hours are from 9:00 AM to 7:00 PM on weekdays or between 11:00 AM and 5:00 PM on Saturdays. It takes about 1 to 1½ hours to prepare a typical return.
Any income statements such as W-2, 1099-G, or 1099-MISC
Bank statements, 1099-INT or 1099-DIV or equivalent
Receipts appropriate to your business (Schedule C – Sole Proprietor, Schedule E (Rental, Partnership or S-Corporation or Schedule F – Farming). Call for specifics and we will send you an Organizer
Student loan information (1098-E)
Tuition paid (1098-T)
Social Security earnings (SSA-1099)
Stock basis information when stocks are sold
Estimated tax information (if applicable)
Mortgage interest (Form 1098)
Real estate taxes
County excise tax on car license plates
Contributions to non-profit organizations
K1 (1041), K1 (1065) or K1 (1120S)
Union Dues
Checking or savings account information (routing transit number and deposit account number) if you want your refund by direct deposit tax solutions