What do I need to bring for my Taxes to be Prepared?

Personal Tax Preparation

• If it's your first time with us, please bring a copy of your last year's tax return
  
• W2 for self and spouse.
  
• Driver’s Licenses for you and yours spouse and Social Security Cards for all dependents
  
• Mortgage Statement, Property Tax Receipt from the city for summer and winter taxes.
  
• Closing papers if house was purchased/refinanced/sold last year
  
• License Plate fee for the automobiles.
  
• Moving expense sheet if you have moved more than 50 miles for job purposes.
  
• Job search expenses, union fees, and membership fees, tax preparation fees.
  
• Log sheet for mileage if vehicle was used for business.
  
• Child care credit; child care provider name, address, federal Id and amount paid.
  
• Dividends from banks etc.
  
• Stock/buy sale receipts, year end brokerage statement.
  
• Rental income/expenses
  
• Self-employment income and expenses and asset purchases w/ dates.
  
• Other income from home based business (AMWAY, Quickstar, Avon etc.)
  
• 401K and IRA withdrawals information.
  
• Any other information that may be useful in preparing of your taxes
  
  

Incorporated Business tax Preparation

• Incorporation Papers with the State and/or County.
  
• Name, S.S. # and address for each owner, partner or member of the Corporation.
  
• Accounting Statements, Journal entries and end of year account balances
  
• Year End W-3, W-2, 1099-Misc, 940, 941 and other quarterly unemployment reports, or we can complete them for you
  
• Yearly Profit and loss statement.
  
• Last year’s tax return for the corporation or partnership.
  
• List of assets acquired, date of purchase and purchase price for current year
  
• Purchase agreement, if business was acquired during the tax year.

Call First for Appointment?

Electronic Filing Offered?

Refund Anticipation Loans Offered?

Instant Refund Loans Offered?

Drop-off Service Available?

How can I check on my tax refunds?

IRS www.irs.gov
IRS Get Refund Status.
IRS Inquiry Phone: 1-800-829-1040
IRS Refund Phone: 1-800-829-1954
State of Michigan Inquiry/Refund Phone: 1-800-827-4000
State of Michigan www.michigan.gov/taxes