Professional Tax Service in Columbus Georgia
Get Up to $6,000! 
What To Bring?

One of the following proof of identity:
Drivers License (Can't be Expired)
Identification Card (Can't be Expired)
Military ID
Social Security Card for Taxpayer, Spouse (If Applicable), and all dependents
Voided check for direct deposit 
Income Documents:
  • W-2s
  • 1099s
  • Proof of jury duty pay
  • Proof of alimony you received
  • Social Security Statement (1099-SSA)
  • Unemployment Compensation (1099-G)
  • Dividend and interest statements (1099-DIV and 1099-INT)
  • Retirement distributions (1099-R)
  • Brokerage statements (1099-B), along with statements showing when you bought and sold your investments
  • K-1 statements reporting profits from partnerships, trusts, and small businesses
  • Record of income and expenses for your rental property
  • Record of income and expenses for your self-employment
  • Other tax documents
  • HUD-1 Escrow statement for property you bought or sold,
  • Summary of moving expenses,
  • Summary of educational expenses (college tuition),
  • Summary of your child care, day care, or adult day care expenses,
  • IRA contributions (traditional, SEP, or rollovers)
  • Student loan interest paid (1098-E)
  • Tax deduction documents
  • Health care expenses (doctors, dentists, health insurance, eyecare, medicine)
  • Real estate taxes
  • Motor vehicle registration
  • Mortgage interest paid (1098)
  • Gifts to charity
  • Last year’s tax preparation fees
  • Job-related expenses (union dues, job education, uniforms)
  • Loss of property due to casualty or theft
  • Gambling winnings/losses
Our Client Portal is a secure, convenient way to exchange client confidential tax files. Client documents can be uploaded anytime and anywhere. You can also access a copy of your tax return 24 hours a day, 365 days a year. 
Professional Tax Service in Columbus Georgia