Are you ready to file your return?

Here are a few steps you can take to ease the pressure and help make filing your tax return less taxing

Start off by:

1. Getting your paperwork together

Here is a short list of things you might need to start collecting before coming to see me:

Filing Information

  • Identification (ex. Driver’s license, passport)
  • Social Security number or Individual Taxpayer Identification Number (ITIN)assignment letter may be substituted for you, your spouse and your dependents.
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.
  • Proof of bank account routing and account numbers for direct deposit (ex. Blank check, deposit slip)

Income

  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers.
  • Interest and dividend statements from banks (Forms 1099)
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • State and federal tax returns from last year
  • Alimony Received
  • Pensions, Annuities, IRA distributions, Social security benefits
  • Any income received (farming, unemployment, business, gambling)
  • Gain on the sale of assets

Expenses and Deductions

  • Alimony Paid
  • Total paid for daycare provider and the daycare provider’s tax identifying number (SS# or EIN)
  • Health Savings account information
  • Paid vehicle registration
  • Paid property taxes
  • Paid mortgage interest
  • Information on any investment purchases and sales
  • Educational expenses (either as a teacher or a student)
  • Student loan interest statement
  • Home improvement bills
  • Donation receipts
  • Medical receipts (eye care, dental, medical exams)
  • Adoption expenses
  • Gambling losses
  • Amount paid for preparation of last year’s tax return
  • Any other information - If anything else comes to mind, bring it with you or call. We can work through it together.

2. Schedule an Appointment

You can either call 1-816-668-5126 or click here to Schedule an Appointment.

3. RELAX!!!

Don’t worry, you are in good hands. I’ll complete your taxes, review them with you and then E-File your tax return and provide you with access to your refund through our Banking service partner.