Aloha Friends and Neighbors,

                Thank you for choosing our new Drop-Off Service.  We are sure you will find the service to be an extremely convenient way to handle your taxes this year.  Following is a check-list of items we will need for processing.  

Our drop off hours will be Monday thru Friday from 8:00am until 6:00pm.  Please feel free to contact us should you have any questions.

We look forward to serving you!

Personal Information:

Name

Current Address

Email

Phone Number

Income Documents:

Forms W-2 (Payroll)

Forms 1099 (INT, DIV, B, R, G, MISC, SSA)

Investments Statements

Forms K-1

Rental Income

Schedule C (Self Employment)

Schedule F (Farm Income)

Closing Statements (if you sold a home)

Alimony Received

Jury Duty Pay

All Other Income

Deductions and Credits:

Home Mortgage Interest Paid

Energy Tax Credit (Purchase of Electric Auto)

IRA Statements

Student Loan Interest

Higher Education Expense and Tuition

Moving Expenses (work related/over 50 miles)

Alimony Paid and Recipient’s Social Security Num

Child Care Expenses (Facilities name, Address and Federal ID Number)

Adoption Expenses

Itemized Deductions:

Medical Expenses Paid/Not Reimbursed: (Doctors, Hospitals, Dental, Prescriptions, Insurance, Eye Care, Other)

*Effective only if total exceeds 7.5% of Gross Income

Taxes Paid: (Estimated taxes paid to Federal and/or State, Real Estate taxes)

Charitable Contributions: (Cash, Non-cash) Provide Listing of items and name and address of receiver)

Misc Deductions (Work Related):

Union and Professional Dues

Professional Licensing Fees

Continuing Education

Tools and Equipment

Laundry and Uniforms

Unreimbursed Business Mileage

Job Hunting Expenses

Misc Deductions (Other):

State/Federal Estimate Payments Made

New Dependents

Copy of Last Year’s Tax Return