Huerta Income Tax Service

Description

What information do I need to bring to my tax appointment? q Proper picture identification and social security cards (new clients only). q Copy of previous year income tax return (new clients only). q W-2's, 1099s, K-1s, etc. (wages, unemployment, retirement and other miscellaneous income). q Interest & dividend statements. q Complete information for dependents being claimed (name, social security number and date of birth). q Dependent caregiver information (name, address, amount paid, tax I.D. or social security number). q Tuition and educational fees. 1040 filers (long form). q Medical / dental and insurance expenses. q Property taxes. q Moving expenses. q Mortgage interest and points paid. q Charitable contributions. q Miscellaneous deductions information. Small Business and rental property owners, please call for additional information.

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