WHAT TO BRING TO YOUR TAX APPOINTMENT

Hours of Operation During Tax Season:
MON-FRI 6-10PM, SAT 10AM-10PM
Call 712-233-2769 to schedule your appointment!

  • Social Security Numbers for all family members
  • W 2's    
  • 1099A and other Health Care Insurance forms/information
    (need to complete required Affordable Health Care documentation)        
  • 1099's                
  • Bank Interest statements        
  • Student Loan Information 
  • Child Care Expenses paid; along with the name, address and tax id number of provider
  • Education Costs (1098-T for higher education and local school fees and extracurricular activities) 
  • Mortgage Interest            
  • Property Taxes            
  • Car Registration Fees        
  • Donation receipts
  • IRA Distributions/Contributions 
  • For Business Returns: All income and expenses related to operating your business
    (mileage, advertising, office expenses)