US Tax & Financial Services is committed to getting your tax return completed as ACCURATELY and QUICKLY as imaginable. We want to get the largest legal Refund in your pocket as soon as possible. Therefore, to expedite the process quickly, please complete the “Client Checklist” and review the “Documents to Bring List” prior to submitting your tax information. We are determined to work aggressively on your tax return. When we contact you again, the only words we want to say to you are, “Your Tax Return is completed and YOUR MONEY is on its way to you as rapidly as possible.”

Documents to Bring List

  • Last year’s Federal and State tax returns (for new clients)
  • Income/Wage statements:
    • W-2’s
    • 1099’s
    • Alimony received or paid
    • Commissions received statement
    • Brokerage account year-end statements
    • ESPP statements
    • Stock options sale papers
    • Rental property income and expenses
    • Partnership, S Corp, trusts, or estate yearly statements
    • Pension or retirement income statements
    • Social security income yearly statement
    • Unemployment income yearly statement
    • State income tax refund statement
    • Lottery winnings (and lottery losses, if you have winnings)
  • Car, motor home, and boat registration paperwork
  • Donation receipts
  • IRA contributions
  • Child care expenses and provider information
  • Medical expenses
  • State taxes paid
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Casualty or theft losses
  • Foreign taxes paid

Homeowners

  • Mortgage interest year-end statement
  • Home equity year-end statement
  • Property tax information
  • If you sold your home, purchase and home improvement information

Businesses

  • Income and expense reports
  • Mileage logs for autos
  • Receipts for business assets purchased

Students

  • Tuition and education fees
  • Student loan information
  • Grants and scholarship information