Adams Financial Services is here for you with their tax preparation services in Irvington, NJ. If you are looking to sit down with us, or if you already have an appointment with one of our professionals please make sure you have the correct documents and materials by checking the lists below. We look forward to speaking with you soon.
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Required Documents for your appointment:
-Copies of Drivers License or State IDs
- Social Security Cards
-Proof of residence for dependents claiming EIC
Please make sure to bring the following materials to your tax interview:
| Income Documents: |
- Wage Statements (Form W-2s)
- 1099s
- Proof of Jury Duty Pay
- Poof of Alimony you received
- Social Security Statement (1099-SSA)
- Dividend and Interest Statements (1099-DV and 1099-INT)
- Pension or Retirement Distributions (1099-R)
- Brokerage Statement (1099-R) along with statements showing when you bought or sold your investment(s).
- K-1 statements reporting profits from partnerships
- Record of Income and Expenses for your rental property
- Record of Income and Expenses for your self-employment
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Other Documents:
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- HUD-1 Escrow statement for property you sold or bought
- Summary of moving expenses
- Summary of educational expenses (college tuition)
- Summary of your child care, day care, or adult day care expenses
- IRA contributions (traditional, SEP or rollovers)
- Student Loan Interest Paid (1098-E)
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Tax Deduction Documents:
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- Health Care Expenses (Doctors, Dentists, Health Insurance, Eye Care, Medicine)
- Real Estate Taxes
- Motor Vehicle Registration
- Mortgage interest paid (1098)
- Gift to charity
- Charity related travel
- Job-related expenses (Union dues, Job Education, Uniforms)
- Loss of Property due to casualty or theft
- Lottery Winnings
- Gambling Losses
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