Tax Preparation Minneapolis MN Tax Accountant Brooklyn Park MN Tax Consultant

Your Tax Appointment

In most cases our clients come in with their tax information and leave with their completed return in one, one hour, appointment. We prepare multiple state returns and e-file at least 96% of our returns. We do tax preparation either by appointment or by mail. Many clients who mail their information into us are either away for the winter or are out-of-state clients and some just like the convenience that mailing provides.

Whether you are coming to our office for your appointment or mailing your information to us, the following is a checklist of items we need in order to prepare your income tax return.

All W-2, 1099, and 1098 forms
Any closing papers from the sale or refinance of your home or vacation property
All year-end statements for mutual funds you held
Your prior two tax returns, if TaxPrep Solutions, Inc. did not prepare your last year's return
Medical expense records, including unreimbursed bills for doctors, dentists, chiropractors, therapists, prescription eyeglasses and contact lenses, medical insurance, long-term care insurance, prescription drugs, and medically-related transportation costs
Other tax records including your real estate tax statements, vehicle license tab receipts, records of any state income taxes paid, and records of any estimated tax payments
Interest expense records including your mortgage interest (Form 1098), home equity loans or lines of credit and any contracts for deeds you have on your homes, including the name, address, and social security number of the person to whom you are making payments
All contribution records - both cash/check and noncash
Records relating to miscellaneous deductions, including tax preparation fees, union dues, employee expenses not reimbursed by your employer, and certain investment expenses
If you moved within the past year, any moving expense records, including the cost of transportation of household goods and personal effects and travel (including lodging by not meals) to your new residence (to be eligible for the moving expense you must meet a distance test, a length-of-employment test and a commencement-of-work test.)
Records of tuition and course fees paid for higher education for you, your spouse, and your dependant children
Records of interest paid for student loans
Receipts for allowable education (K-12) expenses, including tuition, school supplies and other school related items inorder to claim education credits on your Minnesota Tax Return
Records relating to childcare costs, including the name, address, and identification number (SSN if an individual provided the care) of the provider

Please call us with any questions, or if you would like to set up an appointment, at 763-425-8229