Information to Bring to your Appointment
Income Items:
- Form W-2(s) Wage statements
- Form 1099-INT Interest Statements
- Form 1099-DIV Dividend Statements: Please make sure that you have all cost basis information (Date bought and purchase price)
- Form 1099-B Stock Transactions
- Form 1099-R Pension & IRA Statements
- Form 1099-SA Social Security Statements
- Form 1099-G Gambling Statements
- Form K-1 from ALL business ventures
- Unemployment Compensation
- Business Income and Expenses (Schedule C)
- Rental Income and Expenses (Schedule E)
Deduction Items:
- Family
- Work
- Investments
- Home
- Medical Expenses
- Charitable Giving
- Miscellaneous Expenses
What are Clients Saying about Flash Tax?
" Highly recommend Lauren at Flash Tax. She was very patient and helpful in explaining the intricacies of my taxes. She also did a look back at past years and found a few things I missed which resulted in a refund check for me. Recommend her for anyone looking to make filing their taxes a smooth and painless process."
~ Nicholas B., April 2019
Flash Tax LLC would love your feedback.
Post a review to our profile. https://g.page/flashtaxnj/review?rc