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Before your tax interview, organize your important documents using the checklist below and research deductions and credits that may apply to you. Documentation will vary based on your situation.

We know that taxes can be challenging and stressful. We strive to put the fun back into tax preparation. When you arrive at United Tax Pros, not only will you be greeted by our friendly tax professionals, and you will be treated you like the valuable customer that you are. Comfortable waiting areas and entertainment await you, and our United Tax Pros office is kid-friendly and offers a variety of refreshments.

United Tax Pros is open year round Dont wait, beat the rush. Simply make an appointment for your free estimate.

What To Bring

  1. Name
  2. Date of Birth
  3. Social Security Card/ITIN/ATIN
  4. Last Year’s Tax Return
  5. Valid Driver’s License
  1. W-2s
  2. Interest (1099-INT or substitute)
  3. Dividend Slips (1099-DIV or substitute)
  4. Stock Sales (1099-B or Broker Statement)
  5. Self-Employment Income and Expenses
  6. Sale of a Personal Residence
  7. Rental Income and Expenses
  8. Sale of any Business Assets
  9. Gambling or Lottery Winnings (W-2G for some winnings)
  10. State Income Tax Refund (1099-G)
  11. Pension Income (1099-R)
  12. Estimated Taxes Paid Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  13. IRA or 401(k) Distribution (1099-R)
  14. Unemployment Compensation (1099-G)
  15. Miscellaneous Income (1099-MISC)
  1. Medical Expenses
  2. Real Estate or Personal Property Taxes
  3. Mortgage Interest Charitable Contributions (cash and non-cash)
  4. Employee Business Expenses
  5. Gambling Losses
  6. Moving Expenses
  7. Traditional IRA Contributions
  8. Higher Education Expenses
  9. Educator Expenses
  10. Student Loan Interest
  1. Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  2. Adoption Expenses
  3. Retirement Savings Contributions Credit

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