What do I need to bring for my Taxes to be Prepared?
Click on "Client Organizer" to download your own .pdf file checklist.
Please Bring The Following Documents for your Tax Preparation:
Personal Tax Preparation
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Income documents
- W-2s
- 1099s
- Proof of jury duty pay
- Proof of alimony you received
- Social Security statement (1099-SSA)
- Dividend and interest statements (1099-DIV and 1099-INT)
- Retirement distributions (1099-R)
- Brokerage statements (1099-B), along with statements showing when you bought and sold your investments
- K-1 statements reporting profits from partnerships, trusts, and small businesses,
- Record of income and expenses for your rental property
- Record of income and expenses for your self-employment
Other tax documents
- HUD-1 Escrow statement for property you bought or sold,
- Summary of moving expenses,
- Summary of educational expenses (college tuition),
- Summary of your child care, day care, or adult day care expenses,
- IRA contributions (traditional, SEP, or rollovers)
- Student loan interest paid (1098-E)
Tax deduction documents
- Health care expenses (doctors, dentists, health insurance, eyecare, medicine)
- Real estate taxes
- Motor vehicle registration
- Mortgage interest paid (1098)
- Gifts to charity
- Last year's tax preparation fees
- Job-related expenses (union dues, job education, uniforms)
- Loss of property due to casualty or theft
- Gambling losses
Incorporated Business Tax Preparation
- Incorporation Papers with the State and/or County.
- Name, S.S. # and address for each owner, partner or member of the Corporation.
- Accounting Statements, Journal entries and end of year account balances
- Year End W-3, W-2, 1099-Misc, 940, 941 and other quarterly unemployment reports, or we can complete them for you
- Yearly Profit and loss statement.
- Last year’s tax return for the corporation or partnership.
- List of assets acquired, date of purchase and purchase price for current year
- Purchase agreement, if business was acquired during the tax year.
Call First for Appointment?
Yes please call for an appointment & office hours for walk-ins.
Electronic Filing Offered?
Yes
Drop-off Service Available?
Yes
How can I check on my tax refunds?
Tax Related Web-sites/phone numbers:
IRS www.irs.gov
IRS Get Refund Status.
IRS Inquiry Phone: (800) 829-1040
IRS Refund Phone: (800) 829-1954
State of Michigan Inquiry/Refund Phone: (517) 373-3200
State of Michigan www.michigan.gov/taxes