Appointments

BOOK ONLINE WITH US

Now you can schedule an appointment without picking up the phone. Visit our online Booking Site today to book your next appointment.

What documents you need to file your taxes?

On your tax appointment, ensure that you bring all the documents that apply to your situation. Open each section and check the supporting documents.

Checklist on a clipboard with excellent box checked
  1. Prior year tax return copies

    If you are a new client, please bring copies of your last 3 years federal and state income tax returns to your tax appointment.  H&S Accounting & Tax Services will review them for FREE, and we may be able to amend mistakes/omissions getting you back additional refunds.

  2. Personal & dependent Information

    • Social Security or ITIN Numbers with date of births for anyone who’ll be on your tax return
    • Childcare payment records with licensed provider’s ID number(s)
    • Amount of any alimony payments with ex-spouse SSN

  3. Income Statements

    • W-2 forms for you and your spouse
    • 1099-MISC forms for you and your spouse (for any independent contractor work)
    • 1099-G forms for unemployment income, or state or local tax refunds
    • SSA-1099 for Social Security benefits received
    • 1099-R, Form 8606 for payments/distributions from IRAs or retirement plans
    • 1099-INT, -DIV, -B, or K-1s for investment or interest income
    • SSA-1099 for Social Security benefits received
    • Alimony received
    • Business or farming income – profit/loss statement, capital equipment information
    • Rental property income and expenses: profit/loss statement, suspended loss information
    • Prior year installment sale information – Forms 6252, principal and interest collected during the year, SSN and address for payer
    • Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.

  4. Adjustments to your income

    • Form 1098-E for student loan interest paid (or loan statements for student loans)
    • Form 1098-T for tuition paid (or receipts/canceled checks for tuition paid for post-high school)
    • For teachers: Canceled checks or receipts for expenses paid for classroom supplies, etc.
    • Records of IRA contributions made during the year
    • Receipts for any qualifying energy-efficient home improvements (solar, windows, etc.)
    • Records of Medical Savings Account (MSA) contributions
    • Self-employed health insurance payment records
    • Records of moving expenses
    • Alimony paid
    • Keogh, SEP, SIMPLE, and other self-employed pension plans

  5. Deductions and credits

    • Child care costs: provider’s name, address, tax ID, and amount paid
    • Education costs: Form 1098-T, education expenses
    • Adoption costs: SSN of child; records of legal, medical and transportation costs
    • Forms 1098: Mortgage interest, private mortgage insurance (PMI), and points you paid
    • Investment interest expenses
    • Charitable donations: cash amounts, official charity receipts, canceled checks; value of donated property; miles driven and out-of-pocket expenses
    • Medical and dental expense records
    • Casualty and theft losses: amount of damage, insurance reimbursements
    • Records/amounts of other miscellaneous tax deductions: union dues; unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.)
    • Records of home business expenses, home size/office size, home expenses
    • Rental property income/expenses: profit/loss statement, rental property suspended loss information

  6. Taxes you’ve paid

    • State and local income taxes paid
    • Real estate taxes paid
    • Personal property taxes

  7. Other information

    • Estimated tax payments made during the year (self-employed)
    • Prior-year refund applied to current year and/or any amount paid with an extension to file
    • Foreign bank account information: location, name of bank, account number, peak value of account during the year