Preparing for Your Tax Interview

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.

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 find the location near you by using the office locator to locate your nearest X-Pert Tax office.

We recommend that you bring these items to your tax interview:

Checklist

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

Name
Date of Birth
Social Security Card /ITIN/ATIN
Last Year’s Tax Return
Valid Driver’s License

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/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:

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