Information to Bring to your Appointment

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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


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