Income Tax Preparation
Call us to schedule an appointment!
All tax forms prepared including NYS Taxes, 1040 and 1040 EZ Forms
What Should I Bring?
- Picture ID for you and your spouse, if married and filing jointly
- Social Security Cards and birth dates for you, your spouse and any children you are claiming.
- W-2 Forms for all jobs held during the tax year
- 1099 Forms such as 1099G, 1099Misc, 1099Int, 1095
- Any letter or notice you received from the IRS or the Health Insurance Market Place
- A copy of last year’s return
- For a faster refund that is directly deposited, bring your savings and/or checking account routing numbers
- Your spouse, if married and filing jointly
Other Receipts that may increase your tax refund:
- Rental information for New York State Tax credit
- If you paid for child care – documentation listing provider name, address, tax ID#, and amount paid
- If you, your spouse, or a child attended college – tuition expense statement (1098T) and/or student loan interest statement (1098E)
- Documentation of court-ordered child support
- Home interest and property taxes paid
- Medical bills paid
- Charitable contributions made during the year
