Conley's Tax Service
Tax Preparation Professionals

New Page

What Do You Need For Your Appointmnet

 use this guide as a starting point of what you may need for your tax appointment

INCOME ITEMS

W2s WAGES  

1099R RETIREMENT/IRAS  

1099INT INTEREST  

1099DIV DIVIDENDS  

1099B STOCK SALES  

1099G REFUND/GAMBLING  

1099MISC MISC. INCOME

DEDUCTIONS

1098 MORTGAGE INTEREST

1098T TUTION EXPENSE

1098E STUDENT LOAN INTEREST

PROPERTY TAX

DONATIONS

DMV FEES

MEDICAL EXPENSES