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.
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;