Business and Personal Tax Services
In order to help you when preparing your personal and business tax files to drop off or send to us, we have compiled a list of items that you may need to include. Information to include with vary for each individual or business. You may not need to include every item on the lists below. New clients will also need to provide us with a signed Engagement Letter including Terms and Agreement – download HERE.
To check the status of your refund you can visit the IRS website HERE. For the Wisconsin Department of Revenue click HERE.
Tax file can be dropped off at our office. Online Document Upload coming soon.
Personal Taxes
- Any form of income – W2, 1099, Profit and Loss statement
- Mortgage Interest Forms
- Property Taxes
- Rent Paid for the year
- Rent Certificate
- 1095A Marketplace Insurance Form
- Stimulus Amounts Received
- Child Tax Credit Received
Business Taxes
- Profit and Loss statement
- Income Expenses