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 You Should Bring To Your Tax Preparation Interview

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

• Healthcare Coverage Documents for every Family Member

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)

• Sale of a Personal Residence Documentation

• Rental Income and Expenses (with accompanying records and/or receipts)

• Sale of any Business Assets Documentation

• Gambling or Lottery Winnings (W-2G for some winnings)

• State Income Tax Refund (1099-G)

• 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 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 Savings Contributions Credit

After Your Tax Preparation Interview, What Is Next?

Once your Tax Preparation Interview is over, whether you owe or can expect a refund, your tax preparer will inform you of your next steps. You will receive a packet from us containing all your tax return and accompanying documentations. Please keep these materials/documents in a safe place in case you need to file an amendment or for reference if audited.

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.

Try 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!