Contact Us Today: Learn How to Build Wealth With Taxes Done Right, The First Time.

Tax Day Is Coming , Get Ready With These Tips

Have These Forms Ready To File. It will Make It All Easy For Everyone.


  • Student loan interest
  • IRA contributions
  • Medical Savings Account (MSA) contributions
  • Moving expenses  (Military)
  • Educator expenses
  • Self-employed health insurance payments
  • Energy credits
  • Alimony paid that is tax deductible
  • Keogh, SEP, SIMPLE and other self-employed pension plans
  • State and local income taxes paid
  • Real estate taxes paid
  • Personal property taxes paid (vehicle license fee based on value)
  • Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file.
  • Direct deposit information: routing and account numbers
  • Foreign bank account information: location, name of bank, account number, bank statement throughout the year 

Tax Deduction  Documents:

  • Medical and dental expenses
  • Advance Child Tax Credit payment
  • Child care costs: provider’s name, address, Tax ID, and amount paid
  • Education cost: forms 1098-T, education expenses
  • Adoption costs: SSN of child, legal, medical, and transportation costs
  • Home mortgage interest and points you paid  (Forms 1098)
  • Investment interest expense
  • Charitable donations: Cash amounts and value of donated property, if vehicle miles driven, and out-of-pocket expenses
  • Casualty losses (declare by national emergency):  amount of damage, insurance reimbursement