What to bring for tax prep?

What to bring for tax prep?

At Brinson’s Tax Service, we strive to ensure you receive all the tax credits and deductions you qualify for by law.  Below are items to bring with you.  Items 1 through 3 are a must.  The rest may apply to you, so be sure to have them ready.

2019 client package

Click this link to fill out your yearly Client Questionnaire before you come to reduce your wait time!

  • Identification Cards
  • Social Security Cards
  • W-2, Form 1099
  • Business Income & Expenses
  • Childcare Statement
  • Student Tuition Statement
  • Mortgage Interest Statement
  • Property tax receipts
  • Medical, Dental, Vision expenses
  • Church & Charitable Donation receipts
  • Sales Tax Receipts for Vehicle.RV,Mobile Home
  • Casualty/Theft Loss
  • Gas receipts
  • Rental Income & Expenses
  • Self Employment Recors
  • Last year’s tax prep fees
  • A copy of last year’s return for free review