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;
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- 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),
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Tax Documents for the current year;
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- 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.
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Before you begin to organize your documents download the attached organizers to help you maximize your refund.
