Step 1: Print this coupon

Step 2: Check out this list

Review the following checklist before you come to see us:

To ensure that we have everything we need to process your tax return quickly, make sure that you bring EVERYTHING THAT APPLIES to your situation.

Here's the short, less complicated tax return list:


1. Any letter from the IRS.
2. Drivers license and SS cards for taxpayer and spouse
3. Social Security cards and dates of birth for all dependents as well as taxpayer and spouse, if available.
4. W-2's
5. Prior year tax return (Only if a new SBA-TAXES customer)
6. Forms 1099-Misc. Independent Contractor income

7. Please review the rest of this list to see if anything applies to your tax situation:
   

8. All 1099-INT, 1099-DIV, 1099-B, 1099-PATR statements
9. Unemployment compensation Form 1098-G (this may vary by state) Bring in whatever form the state uses to report unemployment compensation benefits.
10. SS-5 Social Security Benefits Statement
11. Mortgage interest statement
12. Real Estate Tax and Personal Property Tax Statements
13. Income and Expenses from a business you own
14. Basis of stocks sold
15. Form 8832 or Divorce decree for non-custodial parent claiming a dependent child
16. Schedule K-1 from partnership, s-corporation, or a trust
17. Rent income and expenses for rental units
18. Nonresident Aliens need to bring in their Visa and Passport and any work authorization documentation
19. Estimated tax payment amounts
20. Alimony paid and received
21. 1099-R - Pension and Annuity income
22. If part-year resident from any state, we'll need the dates you moved into the state and the dates in other states if we are going to prepare the other state returns.
23. Royalty amounts
24. Housing allowance amounts for ministers
25. Stock Appreciation Rights (stock options)
26. Medical, business, and charitable mileage
27. Any form that says "Do not throw away, Tax Document"