Generally if you have all of your tax documents and information, we can do your return now.
Forms you may need:
These are the most common forms needed that clients don’t have when they come in. Generally any correspondence that says important tax documents or words to that effect should be saved and brought in.
W2s: These are due to be sent by February 1st. You must have ALL of them from every employer in order to file. Filing with a last paystub may result in a fine for both you and the preparer.
1098T: Education Credits. If you attended college classes you may be eligible for credits. You may receive these in the mail but they are usually available much quicker by logging on to your student account at the educational institution. If you don’t have the form, bring the user id and password for each student you are claiming for either yourself, spouse or other dependant.
1095 Series Forms: These are health insurance forms. This year there is an A, B and a C. The only one that is required to file is the 1095A.
1095A: If you get your insurance through “the marketplace” aka healthcare.gov, this form is issued to document information related to your premiums and any subsidies you have received. This is required.
1095B: Pretty much any insurance you have other than through an employer or healthcare.gov. This is not required to be sent with the return but you should keep your copy when you receive. Generally the purpose of this is to prove you have insurance but you can use anything else such as medical cards or insurance statements.
1095C: Employer-Provided Health Insurance Offer and Coverage. Some employers are required to send these but you as the taxpayer/employee only need to prove coverage. Proof can be accomplished with a paystub or W2 reflecting premiums deducted among other documents. You do not necessarily need to have this to file. If you receive one you should keep it with your tax return.
1099-R: Any pension or retirement plan distribution. If you took money out of a retirement plan, you should expect to receive one of these and it is required in order to file your return.
Hours are 9am to 5pm Monday through Friday. Other times by appointment. Closed on Sundays.
4945 West Tuscarawas Street
Canton, Ohio 44708