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(302) 792-1717

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(302) 792-1717

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Schedule

By appointment only:

Monday	10 AM to 8 PM
Tuesday	10 AM to 8 PM
Wednesday	10 AM to 8 PM
Thursday	10 AM to 8 PM
Friday	10 AM to 5 PM
Saturday	Closed
Sunday	12 PM to 5 PM

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Fax to: 1 (888) 415-7890

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General List Of What To Bring Or To Send

FAMILY MEMBER INFORMATION

Name
Date of Birth
Social Security Card
Last Year’s Tax Return
Valid Driver’s License

INCOME AND TAX INFORMATION

W-2’s
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings (W-2G for some winnings)
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
IRA or 401(k) Distribution (1099-R)
Unemployment Compensation (1099-G)
Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions (cash and non-cash)
Gambling Losses
Traditional IRA Contributions
Higher Education Expenses
Student Loan Interest

TAX CREDITS

Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
Adoption Expenses
Retirement Savings Contributions Credit

Address

3 N Avon Drive Claymont, DE. 19703

Email

Tax Services

Phone

(302) 792-1717

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