4425 Taylor Avenue
Racine, WI 53405
The Most Reliable and Dependable Tax Service in Racine & Kenosha Counties
Hours of operation:
M-Th: 8:30 – 5:30 | F: 8:30 – 4:30
Sa: 8:30 – 1:00 (Seasonal)
Personal Data:
• Last year’s tax return (if you are new)
• Social security numbers (if you are new actual cards for the family)
• Dates of birth for the family
• Childcare provider name, address and tax ID number
• Alimony paid and social security number
Employment & Income Data:
• W-2 Forms for this year
• Unemployment compensation form 1099-G
• Miscellaneous income form 1099-Misc
• Partnership, S Corp and Trust income Schedule K1
• Pensions and annuities form 1099-R
• Social Security benefits form RRB-1099
• Alimony received
• Jury duty pay
• Gambling and lottery winnings
• Prizes and awards
• Scholarships and fellowships
• State refunds form 1099-G
• Student loan interest paid
Financial Assets:
• Interest income statements form 1099-Int and 1099 OID
• Dividend income statements form 1099-Div
• Proceeds from broker transactions form 1099-B
• Retirement plan distributions form 1099-R
Homeowner Data:
• Mortgage interest statement form 1098
• Real estate taxes paid
• Sale of home or other real estate papers form 1099-S
Other Expenses:
• Gifts to charity
• HSA gross distribution statements
• Childcare expenses
• Adoption expenses
• Alimony paid
• Gaming expenses if you were a winner
• Medical expense documents
• Federal, state estimated income taxes paid vouchers, cancelled checks or other payment records.
Self-Employment business data:
• Business Income from 1099-Misc and or your own records
• Business-related expenses receipts or other documents.
• Business vehicle expenses records
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