Documents You May Have Received for Tax Purposes
Other Documents That May Come In Handy
Real Estate Taxes
Social Security Numbers
Letters From The IRS
Education Expenses (Tuition, Books, Supplies)
If you purchased a home during 2014, you may qualify for a credit. Please bring your HUD1 contract, previous 1098 forms (if you purchased a second home), and any other supporting documents.
If you installed certain energy saving appliances,
you may qualify for a tax credit. Alternative energy such as solar power and other similar types also qualify you for a credit.
If you think a document could be used to give you a better tax deduction, don't be afraid to ask, we will see if and how it could be applied.