Information for 2019 Taxes

Information Needed for 2019:

All clients will need the following documents which are available by pick up, calling office or email office.  

     *A signed tax engagement letter

If you are claiming any of the following credits, you will need the specific worksheet.

     *Education credit worksheet

     *EIC/Head of Household worksheet

Returning clients may request a 2019 tax organizer by calling or emailing the office.  

New clients:

 In addition to the above documents, we will need your basic information including name, address, date of birth, a copy of your social security card and a copy of your drivers license.  Also, a copy of your previous two years tax returns and any documents needed for tax preparation.  Examples include:

     Name, date of birth and a copy of social security card for any dependents

     Form W2s, Form 1099s, Form 1099Rs, SSA 1099s; any interest/dividend/capital gain income information

     Mortgage interest document, property taxes, local taxes, medical expenses, and charitable donations

     Business income/expenses related to your entity type

     Student loan interest, educator expenses; IRA contributions for 2019; 

     Education expenses