Don’t panic, we are here to help!
01
Identification
Unexpired drivers license or state ID. Social Security card or ITIN number
Prior two years of filed returns are also needed for new clients
If filing jointly, you’ll need spouse’s identification information as well
02
Dependent Information
Birth certificates, social security cards or tax ID numbers, income of dependents and other adults in your home, form 8332 if applicable
03
Income
W-2, 1099s, SSA-1099, etc.
Unemployed: 1099G
Savings, Investments, or Dividends:
(Forms 1099-INT, 1099-OID, 1099-DIV)
Income from stock or property sale (and more!)
04
Income Continued
Self Employment:
Forms 1099, Schedule K1, other income records. All expense records: bank statements, receipts, credit card statements.
Rental income and all expenses
07
Expenses
Retirement contributions, State and local taxes paid, 1098 education expenses, childcare expenses, charitable donations, medical and dental bills
05
Health Insurance
Form 1095A if enrolled in a Marketplace insurance plan
06
Retirement and other savings
Form 5498-SA or HSA, form 5498 for IRA contribution, or any other 5498 form
Pension income verification
Social Security / RRB (SSA-1099, RRB-1099)
Click the button to link directly and securely to Sabrina’s Tax Service.
Don’t forget the DEDUCTIONS!!
01
Home and Vehicle Ownership
Forms 1098 or other mortgage interest statements.
Real Estate and personal property tax records
Electric Vehicle Information
02
Charitable Donations
Cash donations to places of worship, schools and other charitable organizations
Records of non cash donations
Amounts of miles driven for charitable or medical purposes
03
Medical Expenses
Amounts paid for healthcare, insurance, and to doctors, dentists and hospitals
Amounts paid for qualified insurance premiums if paid outside of the Marketplace or an employer provided plan
04
Health Insurance
Form 1095A if you are enrolled in an insurance plan through the Marketplace (Exchange)
05
Childcare Expenses
Fees paid to a licensed day care center of family day care for care of an infant or preschooler.
Amounts paid to baby sitter or provider care of your child under age 13 while you work
Other documented expensed related to child care
06
Other Deductions
K-12 Educator expenses (receipts)
State and local taxes (Amount of state and local income taxes paid)
Retirement and other savings (Forms 5498, showing contributions)
Take control of your tax situation with Sabrina
Keep more of your hard earned money and reach your goals! More money for bills? More money for that trip you’ve been dreaming of? A vehicle? It’s your money, keep more of it with Sabrina’s Tax Service. Did you know that you can now do the majority of your taxes over your mobile device?! Click the button to get started! It is fast, easy and secure!
