Tax Preparation


15 November 2018



Tax Preparation

Tips for preparing your taxes.

Schedule an appointment

Make sure you have all your tax preparation documents

  • All your W-2s
  • Form SSA-1099 if you received Social Security benefits
  • Form 1095-A to report information from the government Marketplace from which you purchased health coverage   
  • Various 1099s to report income such as cancellation of debt (1099-C), dividends (1099-D), interest (1099-INT), and nonemployee compensation paid to independent contractors (1099-MISC). Note: Form 1099-B, which reports gains and losses on securities transactions, is not due to you until February 15, 2018.
  • Various 1098s reporting mortgage interest (1098), student loan interest (1098-E) and tuition payments (1098-T)
  • Form W-2Gs for certain gambling winnings
  • Schedule K-1s from entities in which you have an ownership interest (e.g., S corporations, partnerships, limited liability companies, trusts or estates). Note: You may not have received them yet; they are due by the first March 15 following the end of the partnership's tax year; check with the entity if one doesn't arrive.

Gather Records for Charitable Contributions

Find a Copy of Last Year’s Return

Get Your Receipts Together

Make a List of Personal Information

Contact Us

3622 Fairmont Pkwy - Ste E
Pasadena, TX, 77504

Phone: 281-487-4173


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