Download our Tax Organizer Worksheet

Please Bring The Following Documents for your Tax Preparation:


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 your spouse and Social Security Cards for all dependents
  • Mortgage Statement, Property Tax Receipt from the city for summer and winter taxes.
  • Closing papers if your house was purchased/refinanced/sold last year
  • License Plate fee for automobiles.
  • Moving expense sheet if you have moved more than 50 miles for job purposes.
  • Job search expenses, union fees, membership fees, tax preparation fees.
  • Log sheet for mileage if your 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 businesses (AMWAY, Quickstar, Avon etc.)
  • 401K and IRA withdrawals information.
  • Any other information that may be useful in preparing 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 the current year
  • The purchase agreement, if the business was acquired during the tax year.

Refund Anticipation Checks
(7 - 17 days)

Great Prices, Personal Service

Free Electronic Filing
For returns prepared by Precision Tax