WHAT TO EXPECT

Our offices are open year-round in order to assist with your tax needs.

No appointment is necessary to have your taxes completed with us. So don’t wait and beat the rush.

Call us at 772-905-9030 to locate your nearest Tax Addicts office.

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 your local Tax Addicts office you will be greeted by our tax experts and you will be treated like the valuable customer you are. Comfortable waiting areas await you, and The Tax Addicts offices are friendly and offer a variety of refreshments.

Most offices are open year round in order to assist with your tax needs. No appointment is necessary to have your taxes completed with us. Don’t wait, beat the rush. Simply call 772-905-9030 to locate your nearest Tax Addicts office.

What to Bring Check List

What to Bring Checklist

Personal Information

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name
  • Date or Birth
  • Social Security Card/ITIN/ATIN
  • Last Year’s Tax Return
  • Valid Driver’s License
Income & Tax Information

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 & Adjusments

DEDUCTIONS/ADJUSTMENTS:

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest
Tax Credits

TAX CREDITS:

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