Bring the Following:
Driver's License or State Picture ID,
Birthdates Ages, S.S. No’s, &
Relationship, all Dependents.
Interest, Dividends, S.S. Income,
you own a home
Interest, Property Taxes
W2's, 1099's and all other income you received.
pertaining to Sale of Stocks and Bonds
(Also include the original date and cost of these
you paid any estimated payments to the federal or state,
we need to know the amounts and dates.
For the Self Employed
Use the following link to download the
Download Forms Tab
A summary of all
Income and Expenses.
If you are new to
Monty's Tax Service,
bring last years tax return and complete depreciation sheet.
Any estimated payments
you have to Federal or State throughout the year