Professional Tax Service in Columbus Georgia
SERVICES
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Get Up to $2,500 at NO COST TO YOU! 
What To Bring?
REFUND STATUS

One of the following proof of identity:
 
Drivers License (Can't be Expired)
Identification Card (Can't be Expired)
Military ID
Passport
 
Social Security Card for Taxpayer, Spouse (If Applicable), and all dependents
Voided check for direct deposit 
 
Income Documents:
 
  • W-2s
  • 1099s
  • Proof of jury duty pay
  • Proof of alimony you received
  • Social Security Statement (1099-SSA)
  • Unemployment Compensation (1099-G)
  • Dividend and interest statements (1099-DIV and 1099-INT)
  • Retirement distributions (1099-R)
  • Brokerage statements (1099-B), along with statements showing when you bought and sold your investments
  • K-1 statements reporting profits from partnerships, trusts, and small businesses
  • Record of income and expenses for your rental property
  • Record of income and expenses for your self-employment
  • Other tax documents
  • HUD-1 Escrow statement for property you bought or sold,
  • Summary of moving expenses,
  • Summary of educational expenses (college tuition),
  • Summary of your child care, day care, or adult day care expenses,
  • IRA contributions (traditional, SEP, or rollovers)
  • Student loan interest paid (1098-E)
  • Tax deduction documents
  • Health care expenses (doctors, dentists, health insurance, eyecare, medicine)
  • Real estate taxes
  • Motor vehicle registration
  • Mortgage interest paid (1098)
  • Gifts to charity
  • Last year’s tax preparation fees
  • Job-related expenses (union dues, job education, uniforms)
  • Loss of property due to casualty or theft
  • Gambling winnings/losses
Our Client Portal is a secure, convenient way to exchange client confidential tax files. Client documents can be uploaded anytime and anywhere. You can also access a copy of your tax return 24 hours a day, 365 days a year. 
Professional Tax Service in Columbus Georgia