Tax Service Plus - Not Sure of What to Bring - Waterbury, CT
Tax Service Plus  - Tax Preparation . Accounting . Payroll Services
 
Not sure what to bring? let's see if we can help take the guess work out.
 
 
  TAX PREPARATION                                    
                                                INCOME                                                  
 
  • W-2s                                                                
  • Paid Pension                                                       
  • Retirement Income                                               
  • Social Security Income/SSA-1099                         
  • Business Income & Expenses/1099                      
  • Alimony Paid or Received                                      
  • Unemployment Income/1099-G                             
  • Interest and Dividend Income/1099-INT/DIV
  • Gambling Winnings (LOTTERY/ CASINO)            
  • State Refund /1099-G
  • Income From Rental Property                                
  • Record of Sale of Residence                                                  
  • Distribution of 401k
  • Medical and Dental Expenses
  • Real Estate Taxes
  • Personal Property Taxes
  • Record of Purchase of Residence
  • Cash and Non-Cash Charitable Contributions
  • Mortgage or Home Equity loan Interest Paid
  • Unreimbursed Work-Related Expenses
  • Student loan Interest
  • Child Care Expenses  
  • Child Care Provider Information
  • Tuition and Education Fees
  • Educator Expenses
  • IRA Contributions Statements
 
          VERIFICATION            
 
  • Current Driver's License or State issued picture ID
  • Dependants' Social Security Cards
  • Dates of Birth or Birth Certificates (Self, Spouse & Defendants)
 
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Now servicing South West Florida with offices in Cape Coral and Fort Myers 

Direct Line: 203-819-3631 or Office: 239-541-2730

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