SABITA J. BALLOO E.A

Income Tax Services

SABITA J. BALLOO E.A

Income Tax Services

Required Documents

Please see below the list of tax documents we require to file your tax return:

Income: W-2's, 1099's, K-1's, Social Security Statement, Interest income, Dividends, Business Income & Expenses, Rental Income & Expenses, Unemployment, Sale Of Stocks & Crypto Currency

Credit: Student loan interest, Education credits (MUST bring form 1098-T), Daycare expenses (MUST show proof of payment/letter from Daycare)

Expenses: Mortgage interest & Property taxes, Charitable contribution

Additional Documents: Bank account information

Note: If you have a child under the age of 17 years old, you might be eligible for the Earned Income Credit and/or Child Tax Credit. If you are qualified, it is mandatory to bring the school/day care/doctor's letter, Social Security Card and Birth Certificate for the child.

If this is your first time filing taxes with us, please make sure to bring a copy of your last year tax return and the above required document/s (the ones that applies to you).

You MUST schedule appointment for each individual that will require to file a tax return. If only one appointment is scheduled and there is more than one tax return to be filed, you might be asked to reschedule.

We are still offering Zoom calls for the clients that are not able to schedule in-person meetings.

We are accepting E-Mails and Drop Offs.

Note:

Please cancel the appointment 24 hours before the scheduled time if you are not able to come in.

Please make sure you enter a correct e-mail address and phone number when scheduling an appointment. You will be receiving a confirmation e-mail, if you do not receive one please check the e-mail address entered again.

Schedule an appointment