Tax Materials Needed

April 15 Tax Deadline Picture

Tax Services in Decatur Georgia

EFFECTIVE IMMEDIATELY 

We will NO LONGER retrieve your personal information via office computers during your appointment for items that are needed to prepare your tax returns.  Our schedule is very tight, so this is necessary to get you in and out as quickly as possible.

  1. We must have two forms of identification, of the two forms, the following are acceptable:
  • Social Security Card for each taxpayer and each dependent (mandatory)
  • A valid driver’s license with photo or one of the following:
    • Federal or State I.D. Card with photo (if no valid driver’s license is available)
    • Military I.D. Card with photo (if no valid driver’s license is available)
    • Passport with photo
  1. We must have your current mailing address and two current phone numbers
  2. Determination of your filing status (single, married filing jointly, married filing separate, head of household)
  3. We must have a health insurance card for each taxpayer and dependent
  4. We must have ALL of the following:

INCOME

  • W-2’s, 1099-INT or 1099-DIV (interest/dividend statements)
  • W-2G (gambling)
  • 1009-B (sale of stock)
  • 1099-G (unemployment)
  • 1099 –G (State refund for previous year)
  • 1099-MISC. (Miscellaneous)
  • 1099-SSA (Social Security Income)
  • 1099-R (retirement distribution)
  • K-1 (business income)
  • Profit/Loss Statements for business returns (see attached)

ALL RECEIPTS MUST BE TOTALLED FOR BUSINESS PURPOSES.  WE WILL NO LONGER OFFER THIS SERVICE WITHOUT A CHARGE.

ADJUSTMENTS

  • Moving expenses
  • Educator credit
  • HSA
  • IRA
  • 1098 –T (Education Credit)
  • 1098 – E (Student Loan Interest)

DEDUCTIONS

  • Property Taxes
  • Car Tags
  • Mortgage Interest
  • Medical Bills
  • Cash Contributions (Must have receipt/letter for non-profit organization)
  • Non-Cash Contributions (Must have receipts-Goodwill, American Kidney Foundations, etc.)
  • Non- reimbursed employee expenses (must provide mileage log or letter of company policy with qualifications)
  • Union dues
  • Job searches
  • Uniforms
  • Supplies/Tools

ALL RECEIPTS MUST BE TOTALLED FOR BUSINESS PURPOSES.  WE WILL NO LONGER OFFER THIS SERVICE WITHOUT A CHARGE.

***If you are scheduled to drop-off or send in your paperwork you have the following options:

  • Fax – (404)508-6228
  • Email the following address ONLY:

Rickie – rcfinancial2014@outlook.com

____________________________________________________________________________________

 

Helpful IRS Articles:

Key 2018 Tax Information

Affordable Care Act

New Tax Law

Download PL Statement for Business Accounts:

PL Statement – Client Prepared

 

Thank you,

RC Financial Services