Pages

Welcome to Stapleton’s Tax Service.

We are here to serve your personal, business, and/or non-profit tax needs.

Stapleton’s Tax Service is a family owned tax consulting service based in Bowie, MD. Consultations can be done in person at the Bowie office or through correspondence. No tax question is too great or too small. We do federal and state taxes for individuals, businesses, and non-profit organizations from all 50 states and the District of Columbia. We have specialized for over 30 years in Maryland, Virginia, and the District of Columbia. We are a year-round service.

Contact M.H. Stapleton for our fees and to make an appointment. You may pay for our services by cash or check, or you may have your fees deducted from your refund. Regular paper filing generally results in refunds within 6-10 weeks. We offer several expedited services such as electronic filing (refunds in 2-3 weeks).

Thursday, October 13, 2022

What to Bring to Your Tax Interview

 

During your initial consultation, Stapleton's Tax Services reviews your tax information and personal data. Please bring all of the documents and information below that apply. 

  • Social Security Card(s)
  • Driver's License(s)
  • Dependents' Social Security Numbers & Dates of Birth
  • Last Year's Federal and State Tax Returns
  • Wage Statements - Form W-2
  • Pension or Retirement Income - Form 1099-R
  • Interest and Dividend Income - Form 1099-INT/Form 1099-DIV
  • State Income Tax Refund Amount - Form 1099-G
  • Social Security Income - Form SSA-1099
  • Unemployment Income - Form 1099-G
  • Commissions Received/Paid
  • Information on Sales of Stocks or Bonds - Form 1099-B
  • Self-Employment Business Income and Expenses - Form 1099-MISC
  • Lottery or Gambling Winnings - Form W-2G
  • Lottery or Gambling Losses
  • Income and Expenses from Rental Properties
  • IRA Contributions
  • Alimony Paid or Received
  • Child Care Expenses and Provider Information
  • Medical, Eye Care and Dental Expenses
  • Cash and Noncash Charitable Donations
  • Record of Purchase or Sale of Residence
  • Property Tax Information
  • Mortgage or Home Equity Loan Interest Paid - Form 1098
  • Job Related Expenses

Subscribe to: Posts (Atom)