• 6550 Rock Spring Dr. # 530, Bethesda, MD 20817
  • 301-962-1700
  • mendoza@mendozaco.com

    Blog - Tax Related

    Maximize Your Tax Refunds with Our Checklist and Organizers
    22
    Jan

    Maximize Your Tax Refunds with Our Checklist and Organizers

    Written by Be the first to comment!

    Tax Season is Here. We can help you with your tax preparation. Call us and schedule an appointment today! .....

    Open Monday through Friday 9-7pm and Saturdays from 9-6pm. Our professionals are licensed and in good standing with Maryland Department of Licenses and Regulations.

    You will need the following personal information to do your taxes; 

     
    • Social Security Numbers for you, your spouse and dependents,
    • Copy of your 2015 federal and state taxes,
    • Bank information for your refund (account and routing number),
       

    Tax Documents for the current year;

     
    • W-2s (Wages),
    • Bank Interest Form 1099-Int,
    • Dividend Income- Form 1099-Div,
    • State Refund – Form 1099-G,
    • Retirement distributions – Form 1099-R,
    • Rental Income – Form 1099,
    • Rental Expenses Social Security benefits – Form SSA-1099,
    • Alimony Received or Alimony Paid,
    • 1099’s (Self-employment income),
    • Self-employment expenses,
    • Mortgage Interest deductions – Form 1098,
    • Student Loan Interest – Form 1098-E,
    • Tuition Paid – Form 1098-T,
    • IRA Contributions,
    • Insurance Coverage – Form 1095-A, 1095-B or 1095-C,
    • Itemize deductions (Medical expenses, and 
    • Other Tax Documents received.
       

     Before you begin to organize your documents download the attached organizers to help you maximize your refund.

     

    About Us

    Mendoza, Silva & Company, Inc. is a full-service accounting and IRS problem-solving firm. As a client, you gain a sound team with expertise in multiple fields, providing you the right advice to strengthens your organization and long-term goals.

    Mendoza, Silva & Company © All Rights Reserved 2019. Powered By mendozaco.com