File with Perez Pros.

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

  • Charitable Donations 

  • Medical Expenses

  • Health Insurance

  • Childcare Expenses

  • Educational Expenses

  • K-12 Educator Expenses

  • State & Local Taxes

  • Retirement & Other Savings

  • Federally Declared Disaster

  • Book Logs

  • 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?

What You Will Need

  • Social security number or ITIN
  • Your filing status
  • Your exact refund amount

IRS Resources

Need Help from the IRS?

  • FAQ
  • Interactive Tax Assistant
  •  Contact My Local Office Internationally

  • Much More

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.