Appointments

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

We are always available to answer your questions, and address your concerns. Our fees include consultations, so please feel free to call us whenever you have a question or concern. We charge $75 for a tax resolution initial consultation; however, If you decide to use our firm for services, the initial consultation fee ($75) is applied to your first invoice.

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What documents do I need for 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.

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.

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

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.

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

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

Taxes you’ve paid

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

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

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