REQUIRED TAX DOCUMENTS

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The following tax preparation checklist will ensure you have the proper documents to file your taxes. If you believe you have additional documentation that can be added to your tax return that isn't listed below, please bring it with you. We can go over any questions you may have to make filing your taxes as easy as possible.

Effective Immediately:

1. We will no longer accept cell phone photos or text message copies of your tax documents! Documents must be sent by email: letmytaxladyhelp@gmail.com or by fax: 866-565-1897.

2. Provide totals from your receipts. If we have to total your receipts, you will be charged extra. 

3. Tax documents must be printed prior to your tax or drop-off appointment.

We must have two forms of identification:

1. Social security card for each taxpayer and dependent.

2. Valid picture I.D.: Driver's License - Federal/State I.D. - Military I.D. - Passport

We must have your current mailing address and two updated phone numbers.

Determination of your filing status (single, married filing jointly, married filing separate, head of household)

We must have a health insurance card for each taxpayer and dependent.

We must have ALL of the following applicable to you:

INCOME

• W2s, 1099-INT or 1099-DIV (interest/divident statements)
• W2-G (gambling)
• 1099-B (sale of stock)
• 1099-G (unemployment)
• 1099-G (state refund for previous year)
• 1099-MISC (miscellaneous)
• 1099-NEC (business income
• 1099-SSA (social security)
• 1099-R (retirement distributions/income)
• K-1 (business income from Partnership/S-Corp)
• Profit/Loss Statements for business income and expenses 

ADJUSTMENTS

• Moving expenses
• Educator expenses
• HSA
• IRA
• 1098-T (education credit)
• 1098-E (student loan interest)

DEDUCTIONS

• Property taxes
• Car tags
• Mortgage Interest
• Medical bills/prescriptions
• Cash contributions (must have receipt/letter from non-profit organization)
• Non-cash contributions (must have receipts from Goodwill, American Kidney Foundation, Salvation Army, etc.)
• Non-reimbursed employee expenses (must provide mileage log or letter of company policy with qualifications)
• Union Dues
• Job searches
• Uniforms
• Supplies/tools