fbpx

give us what
we need to know.

we'll give you
the best return.

PERSONAL INFORMATION

  • Name
  • Date of Birth
  • Social Security Number, ITIN/ATIN
  • Last Year’s Tax Return
  • Valid Driver’s License

income and information

  • W-2 Form
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest

TAX CREDITS

  • Child Care Provider –– Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions Credit

Bird Road

4101 SW 73rd Avenue
Miami, FL 33155

Flagler

7890 West Flagler Street
Miami, FL 33144

Kendall

12700 SW 128 St. Unit 201
Miami, FL 33186

Homestead

2804 NE 8th St Suite 103
Homestead, FL 33033

Hialeah

1100 W 49th Street
Hialeah, FL 33012

Pembroke Pines

176 North University Drive
Pembroke Pines, FL. 33024

Westchester

8290 SW 40th St #107
Miami, FL 33155