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We value your time here at RC Financial Services, and our schedules are very tight in order to take as many appointments as we do. The following tax preparation checklist will ensure you arrive at our office prepared for your appointment. If you feel you have documentation that can be added to your tax returns that is not listed below, please bring it with you. We can go over any questions you may have to make filing your taxes as easy as possible.
Effective Immediately: We will NO LONGER retrieve any of your personal information via our office computers. It is your responsibility to have everything you need printed and ready to go.
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:
W-2’s, 1099-INT or 1099-DIV (interest/dividend statements)
1009-B (sale of stock)
1099 –G (State refund for previous year)
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 totaled for business purposes. We will no longer offer this service without a charge.
1098 –T (Education Credit)
1098 – E (Student Loan Interest)
Cash Contributions (Must have receipt/letter for 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)
Drop-offs are available.
If you are scheduled to drop-off or would like to send in your paperwork, you have the following options:
Fax – (404) 508-6228
Email – firstname.lastname@example.org