Get Organized:
At B & A Tax Service we make sure you receive a complete worry-free tax return. We realize you want to save both time and money. That is why we have created a simple and easy list of steps for you to follow:
- Gather all of your applicable documents needed to prepare your tax return. Use our friendly What to Bring Checklist to help you get organized and get started.
- Review our services to see what choices are best for you and fit your individual needs.
- Call or e-mail us to set up an appointment.
- Come in for your tax interview. A professional B & A Tax Service preparer will guide you through a series of questions that will gather all the information needed for your return. Enjoy free electronic filing with paid tax preparation.
If you have any additional questions, please contact us.
What to Bring Checklist:
Here are just a few things to help you get started.
Personal Information for each Family Member
- Name
- Date of Birth
- Social Security Card
- Last Year's Tax Return
- Driver's License
Income and Tax Information
- W-2's
- Interest (Form 1099-INT)
- Dividends (Form 1099-DIV)
- Stock Sales (Form 1099-B or Brokers Statements)
- Self-Employment Income (Related Business Documents or Schedule K-1)
- Sale of Personal Residence (Form 1099-S and/or Closing Documents)
- Rental Income
- Sale of Business Assets
- Gambling or Lottery Winnings
- Pension/Retirement Income (Form 1099-R)
- Social Security Income (SSA-1099)
- Alimony Received
- IRA or 401(k) Distribution
- Tax Refunds or Unemployment Compensation (Form 1099-G)
- Miscellaneous Income (Form 1099-MISC)
Deductions/Adjustments
- Medical Expenses
- Real Estate and Personal Property Taxes
- Mortgage Interest
- Charitable Contributions
- Business Expenses
- Gambling Losses
- Moving Expenses
- Alimony Paid
- IRA Contributions
- Student Loan Interest
- Higher Education Expenses
- NYS 529 Plan Contributions
Tax Credits
- Child Care Provider (Must have the Address and Social Security or Employer Identification Number of the provider)
- Adoption Expenses