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Drop-Off or Sumbit Your Tax Docs
Get your tax docs to your tax pro easily with our contactless drop-off tax service or online sumbit Service. We’ll handle the rest until it’s time for you to review and approve your return.
WHAT DO I NEED TO FILE MY TAXES?
Identification Documents
- State Issue Identification Card or Driver License
- Your Social Security Card (SSN) or Taxpayer Identification Number (ITIN) and Social Security Cards or ITINs for spouse and dependent or dependents (if any)
- Birth Certificate(s) of Dependent or Dependents (if any)
Income Source Documents ( BRING THE FOLLOWING IF THEY APPLY TO YOU )
- W-2 – wages and salary
- W-2G – gambling winnings
- Form 1099-R – retirement income
- Form 1099-INT – interest
- Form 1099-DIV – dividends
- Form 1099-MISC – miscellaneous income, including self-employment.
- Form 1099-G – government payments
- Form 1099-SA – MSA or HSA distributions
- Form 1099-B – broker or barter exchanges
- Form SSA-1099 – Social Security benefits
- Form RRB-1099 – railroad retirement
- Schedule K-1 – partnership income or loss
Documents That Reflect Items You Might Have Paid During The Year (and/or) Deductions (IF THEY APPLY TO YOU )
- Form 1098 – mortgage interest
- Form 1098-E – student loan interest
- Form 1098-T – tuition
- Form 1095 – Health Coverage (there are different versions, and you may have more than one.)
Deductions
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Charitable Donations
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Medical Expenses
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Health Insurance
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Childcare Expenses
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Educational Expenses
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K-12 Educator Expenses
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State & Local Taxes
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Retirement & Other Savings
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Federally Declared Disaster
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Book Logs
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Mileage sheets ( ONLY WORK RELATED )
Resources
Speak With an Tax Perp
Ready to Book an apptointment? Call 484 661 1037 or Spot By the Office 628 N Maxwell St, Allentown, Pennsylvania 18109
Where My Refund?
IRS Resources
Book Your Appointment Today
Please allow 1 hour – 24 hours to call you to set up your appointment time.
IF YOU RECIVED Unemployment AND/OR Pandemic Unemployment Assistance (PUA) YOU WILL HAVE TO CALIM IT ON YOUR 2020 TAX RETURN. FAILURE TO DO SO WILL CAUSE A DELAY IN YOUR TAX PERPATION/ TAX RETURN AND POSSBILY RESULT IN YOU NOT GETTING ANY MONEY. THE IRS WILL ISSUE OUT A PUA-1099G AKA Unemployment AND/OR Pandemic Unemployment Assistance (PUA) TAX FORM.