Tax Services

What To Bring With You!

Print out the following checklist before you come to see us

To ensure that we have everything we need to process your tax return quickly, make sure that you bring EVERYTHING THAT APPLIES to your situation.

Here's the short, less complicated tax return list:

1. Drivers License(s)
2. Social Security Card(s)
3. Dependents’ Social Security Cards and Dates of Birth
4. Wage Statements - Form W2
5. Pension or Retirement Income (1099-R)
6. Last Year’s Federal and State Tax Returns
7. Self-Employed Business/Farm Income and Expenses - Form 1099-MISC
8. Child Care Expenses and Provider Information

Please review the rest of this list to see if anything applies to your tax situation:

1. Interest or Dividend Income
2. State Income Tax Refund Amount - Form 1099-G
3. Sales of Stocks or Bonds - Form 1099-B
4. Unemployment Income - Form 1099-G
5. Social Security Income - Form SSA-1099
6. Lottery or Gambling Winnings - Form W-2G
7. Lottery or Gambling Losses
8. Alimony Paid or Received
9. Rental Income and Expenses
10. Mortgage or Home Equity Loan Interest Paid - Form 1098
11. Real Estate Taxes Paid
12. Personal Property Taxes Paid (e.g. cars and boats)
13. Medical, Eye Care and Dental Expenses
14. Charitable Contributions - Cash and Non-Cash
15. Sale of Residence
16. Unreimbursed Employment-Related Expenses
17. Job Related Educational Expenses
18. Educator Expenses
19. Tuition and Education Fees - Form 1098-T
20. Student Loan Interest - Form 1098-E
21. Adoption Expenses
22. Casualty or Theft Losses
23. Foreign Taxes Paid
24. Estimated Taxes
25. State or Local Taxes Paid
26. Moving Expenses
27. IRA Contributions - Form 5498
28. Income from partnerships, S Corporations, Trusts and Estates - Schedule K-1
29. Commissions Received/Paid

E.N. Associates promises to prepare YOUR tax return correctly so YOU’LL be KEEPING all of the money that’s supposed to be YOURS!

And if YOU’re due a tax refund, E.N. Associates promises to get YOU the BIGGEST and FASTEST tax refund allowed by the IRS!

And, if a E.N. Associates tax professional doesn’t bend over backwards to help YOU and YOU’re not satisfied with our effort to help YOU deal with the IRS, we want to give YOU your money back…period!

And by the way…if we ever do make a mistake preparing your tax return (it happens sometimes…hey- we’re human, too) we always stand behind our work so E.N. Associates will pay any penalties and interest on our mistake. Just bring in the first IRS letter you receive and we’ll take care of the rest.