We know you want to get your taxes completed correctly and filed as quickly as possible.  Our world-class software allows us to offer the MAXIMUM tax refund allowed by the IRS - GUARANTEED.  

No up-front cash is required, so gather all of your tax-related documents and stop by or call to schedule an appointment.  The list provided below outlines the typical documents and paperwork that will make your tax preperation a sinch. 

If you do not have all the required documents we will do our best to help you get copies or find alternative documents that will privide the same information required to complete your tax preperation. Rest assured, Iris Tax Service is here to help you get on the road to saving money!

Save time and money by going to your tax interview prepared with all the documents you need.

 

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

• Name
• Date of Birth
• Social Security Number/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
• State Income Tax Refund
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement
• IRA or 401(k) Distribution
• Unemployment Compensation
• Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• GHigher Education Expenses
• Educator Expenses
• Student Loan Interest

There are other deductions not listed here, No worries at Iris Tax Services we will help you maximize your return!

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