Why Hispanos
Services?
Income Tax
Employment and Income
Wage statements/W-2s
1099misc
Social Security/Unemployment Income
State refund amount
Lottery or gambling winnings/losses
Pension, retirement income/1099-Rs
Self-employed business income
Income from rentals
Interest and dividend income/1099-INT/1099-DIv
Sales of stocks or bonds
Personal Documents
Last year tax return (if available )
Social Security card(s)
Driver’s license(s)
Depedendent’s Social Security numbers and dates of birth
DEDUCTIBLE EXPENSES
Medical and dental expenses
Cash and non-cash charitable donations
Unreimbursed employment-related expenses
job-related educational expenses
Child care expenses and provider information
Mortgage or home equity loan interest paid/1098
Real estate and personal property taxes

Self-employed business expenses
Expenses from rentals

Record of purchase or sale of residence


This is  general check list you might need additional documents.