Tax Documents
Bring in any of the following tax documents that you
have received:
- W-2
- 1098
- 1098-E
- 1099-INT
- 1099-DIV
- 1099-B
- 1099-G
- 1099-R
- 1099-MISC
Additional information or documents you will need:
- Social Security Numbers (including spouse and children)
- Birthdates (including spouse and children)
- Deduction Records
- Medical and Dental Expenses
- Real Estate and Personal Property Tax
- Estimated or Foreign Taxes Paid
- Donations, Cash and Non-Cash
- Unreimbursed Employment Expenses
- Job Related Educational Expenses
- Child Care Expenses/Provider Information
- Educational Expenses
- Self-Employed Business Expenses
Forms & Worksheets
Get all your information together with ease. These forms
and worksheets will help make your visit to the office less
stressful.
• Returning Client Information
• Engagement Letter & Privacy Notification
• Consent to Use Tax Information
• Consent to Disclose Tax Return Information to Third Party
Worksheets
• Auto Expenses
IRS Refund
Taxpayers should wait at least three weeks from the time the
electronic return data is acknowledged as accepted by the
IRS before checking the status of a refund. To check the
status of a refund, call 1-800-829-4477 or go to
IRS.gov .
2012 IRS Refund Chart
* The IRS does not guarantee a specific date that a refund
will be deposited into a taxpayer’s financial
institution account or mailed.
