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We Work Hard To Bring You The Largest Refund Possible!

Tax Resource Center

For Your Convenience

Track My IRS Refund

Find out when you will receive your Federal refund.

Track My NYS Refund

Check the status of your refund with NYS Department of Taxation and Finance.

Tax Forms

Use this resource to view IRS tax forms and/or publications.

IRS Tax Relief Site

Find information on the most recent tax relief for taxpayers affected by disaster situations.

Your Income Tax Returns

 

What To Expect When You Visit Holloway’s Tax Service

In preparation for the tax interview, we encourage all our clients to organize their important documents using the checklist below. Documentation may vary depending upon your unique circumstances.

When you arrive at Holloway Tax Office, our team of professionals will treat you as the valuable customer that you are. We will quickly show you the Holloway hospitality. A comfortable waiting area awaits you and Holloway Tax office is kid-friendly. You should never expect anything less, when you come to Holloway Tax Service, except the very best that we can offer.

What Documents You Should Bring To Your Tax Preparation Appointment

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name (of dependents)
  • Date of Birth (for you and your dependents)
  • Social Security Card (for you and your dependents)
  • Last Year’s Tax Return (if possible)
  • Valid Driver’s License or Non-Driver Identification Card
  • Proof of residency for each dependent (report card, health document, lease, Onondaga County document)

INCOME AND TAX INFORMATION:

  • W-2, Earnings Statement, etc.
  • Interest (1099-INT or substitute)
  • Dividends (1099-DIV or substitute)
  • Stock Sales (1099-B)
  • Self-Employment Income and Expenses (with accompanying records and/or receipts)
  • Form 1099-NEC
  • Sale of a Personal Residence Documentation
  • Rental Income and Expenses (with accompanying records and/or receipts), Form 1099-MISC
  • Sale of any Business Assets Documentation
  • Gambling or Lottery Winnings (W-2G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid (1099-ES)
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC) 

DEDUCTIONS/ADJUSTMENTS:

  • Medical Expenses (with accompanying receipts/statements)
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses (records and/or receipts required)
  • Gambling Losses
  • Moving Expenses (with accompanying records and/or receipts)
  • Traditional IRA Contributions
  • Higher Education Expenses (with accompanying form 1098-T and/or statements)
  • Student Loan Interest (1098-E)

TAX CREDITS:

  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses (with accompanying receipts)
  • Retirement Account (IRA) Contributions 

After Your Tax Preparation Interview, What Is Next?

Once your Tax Preparation is complete, you will know whether you owe or can expect a refund.  Your tax preparer will then inform you of your next steps. You will receive a packet from us containing your complete tax return and accompanying documentation. Please keep your tax return and documents in a safe place in case you need to file an amendment or for reference if audited or needed for other personal reasons.

Our tax service does not end when the tax season ends. We are open year round. We will prepare amendments (if necessary), assist you if your return is audited, and answer any and all questions you may have.

Participate in our popular Referral Program and earn cash for referring your family and friends to Holloway Tax Service.

We Work Hard To Bring You the Largest Refund Possible!