For fast service, we may need all or some of the following!
M-E Accounting & Tax Services, Inc is dedicated to providing professional & complete tax services. The following list is the most (but not limited) required information to make your tax experience with us as fast and accurate as possible. Therefore, we urge you to bring the applicable items from this list.
For more information on TAX RETURN REQUIRED FORMS & INFORMATION, call (321) 613-3839 to speak with one of our experienced professional Registered Tax Preparers.
- Social Security Card(s)
- Driver’s License(s)
- Dependents’ Social Security numbers and dates of birth
- Wage Statements (W-2)
- Last year’s return (if available) (not applicable for returned clients)
- Pension, Retirement Income,1099-R(s)
- Interest and Dividend Income
- Commissions
- Sales of stocks or bonds
- Self-employed business income & expenses
- Lottery or Gambling winnings/losses (W-2G)
- State Tax Refund (1099-G)
- Social Security/Unemployment Income (SSA-1099)
- Rental Property Income and Expenses
- Alimony Paid or Received
- Record of Purchase or Sale of Residence
- Medical and Dental expenses
- Real estate and personal property taxes
- Estimated taxes or foreign taxes paid
- Cash and non-cash charitable contributions
- Mortgage or home equity loan interest paid
- Un-reimbursed employment related expenses
- Job related educational expenses
- Child care expenses and provider information
- Education Expenses (if any)
- Moving Expenses (if any)
For more information on TAX RETURN REQUIRED FORMS & INFORMATION, call (321) 613-3839 to speak with one of our experienced professional Registered Tax Preparers.
