The Correct Documents to File Your Taxes

The following tax preparation checklist will ensure you have the proper documents to file your taxes. If you believe you have additional documentation that can be added to your tax returns that isn’t listed below, please bring it with you. We can go over any questions you may have to make filing your tax returns as easy and as thorough as possible.

Effective Immediately:

1. We will no longer retrieve any of your documentation via our office computers. Come to the office prepared.

2. Provide the totals from your receipts. If we have to total your receipts, you will be charged.

We must have two forms of identification:
1. Social Security Card for each taxpayer and dependent
2. Valid Picture ID: Driver’s License — Federal/State I.D — Military ID — Passport

We must have your current mailing address and two updated phone numbers

Determination of your filing status (single, married filing jointly, married filing separate, head of household)

We must have a health insurance card for each taxpayer and dependent

We must have ALL of the following applicable to you:

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 below)

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 from non-profit organization)
Non-Cash Contributions (Must have receipts-Goodwill, American Kidney Foundations, etc.)
Spousal Support (for the payee)
Non-reimbursed employee expenses (must provide mileage log or letter of company policy with qualifications)
Union dues
Job searches
Uniforms
Supplies/Tools

**Letters 6419 and 6475 are required for all tax filers with dependents

Drop offs are available Monday – Friday from 9:30am to 5pm.

If you are scheduled to drop off or would like to send in your paperwork, you have the following options:
Fax – (404) 508-6228 (MAX 10 Pages)
Email – rcfinancial2014@outlook.com (Preferred)
Mail – 1540 Hwy 138 SE Ste 4D Conyers, GA 30013 (Preferred)

Download Profit & Loss Statement for Business Accounts:
PL Statement – Client Prepared