What to bring to your tax appointment   USA TAX
What to bring to your tax interview

Last years tax return ( if not prepared by us)

W-2 (wages statements)

Interest and dividends

Pension and Social Security

IRA and 401-distribution information
Self employment income and expense

Stock sale records and year end brokerage statements

Unemployment income

Alimony paid or received

Purchase or sale of Real estate records –
Closing statement or HUD Settlements statement

Medical and dental expenses

Charitable donations

Mortgage interest paid

Work related expenses

Child care expenses (Name of provider and  their Federal ID number)

Bank account information for direct deposit (Voided check)


Office is located at 44 Bristol Street (Corner of Bristol and Bemis, yellow one story building)

From Main Street turn on to Bristol Street, I am about 200 yards on the right. Parking is located on Bemis Street.

USA TAX    44 Bristol Street Canandaigua NY 14424
800-463-1362      fax  585-394 -6853   email   info@usataxplus.com
www.USAtaxplus.com
Call
800-463-1362