Midtown Tax Service

We are committed to accomodate YOU.  Please contact us for specific times.
OPERATING  HOURS
Monday - Friday (10a - 2p)         Please see Covid-19
Saturday (CLOSED)                     button for more
Sunday (CLOSED)                        information.
April 15 - December 31
BY APPOINMTNET ONLY
See IRS ALERT
2019 CHANGES
Covid-19
 
CREDITS
  • College Tuition 

  • Childcare

  • Adoption

 

BUSINESSES
  • Income

  • Maintenance & repair

  • Business taxes paid

  • Expenses (advertising, license, meals, etc)

  • Home office

  • Business travel expenses

 

INCOME
  • W2(s)

  • 401K or IRA 

  • Retirement

  • Interest-Dividends-Stock sales

  • Social Security

  • Unemployment

  • Rental Income + expenses

  • Business Income + expenses

  • Alimony - payer's social security number

  • Gambling or Lottery *did you win?

  • Miscellaneous Income 

 

MEDICAL DEDUCTIONS

DENTAL, VISION, HEALTH

  • Co-pays

  • Insurance Premiums (NOT pre-taxed)

  • Pharmacy Payments

  • Doctor Payments

  • Hospital Payments

  • Supplemental Insurance (cancer, heart)

 

DEDUCTIONS
  • Donations

  • Property Taxes

  • Vehicle Taxes

  • Purchased Home?  Bring your HUD Form

  • Home Interest

  • Property Mortgage Insurance (PMI)

  • Tuition & Fees

  • Student Loan Interest

 

HEALTH INSURANCE

Affordable Care Act (ACA)

You are required by law to have health insurance.  If you received insurance through the MARKETPLACE, you will receive the Health Insurance Marketplace Statement.  This is FORM 1095-A.  Please bring this form with you to file your taxes.

 

PERSONAL
  • Name(s)

  • Date(s) of Birth

  • Social Security Number(s)

  • Current Address

  • Phone Number(s)

  • Email Address

ELECTRONIC FILING
  • Filing fee is included in preparation costs

  • If claiming dependents  - you MUST PROVIDE documents showing proof of dependent's residency.  

  • (IE: any correspondence addressed to the dependent; school records or medical records with name of dependent and address)

 

NECESSARY INFORMATION