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MADIGAN TAX SERVICE, LLC
Quality that's Affordable
Madigan Tax Service, LLC specializes in a variety of tax accounting services with outstanding support. We understand how busy you are, and with our expertise we can take care of your tax accounting needs quickly and effectively. We are equipped to handle the books for you, leaving you to worry less and live more.
Things to bring to your appointment:
Personal documents
Bring all documents below.
Photo ID
Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents
Birthdates for you, your spouse, and dependents on the tax return
Bank account and routing number or a voided check for direct deposit of your refund
Income
Bring all documents that apply.
Employment Income
W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)
Self-Employment Income
1099-MISC and/or 1099-K
Records of income not reported on 1099 forms
Records of expenses including receipts, credit statements, etc.
Record of estimated tax payments
Retirement Income
SSA-1099 form for Social Security benefits
1099-R for pension/IRA/annuity income
Other sources of income
1099-G for refund of state/local income taxes
1098-T for scholarships/fellowships
1099-R for disability income
Income or loss from the sale of stocks, bonds, or real estate
Income or loss from rental property
Alimony received
Statements for prizes or lottery/gambling winnings
Interest and dividend statements from banks
Records for any other income
Expenses
You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have.
Retirement contributions, including a 401(k) or IRA
State and local taxes you’ve paid
Mortgage statements and property tax bills if you are a homeowner
College tuition (1098-T) and student loan statements (Form 1098-E)
Childcare expenses, including provider’s address and federal tax ID number
Receipts for charitable donations
Medical and dental bills
Records for supplies used as an educator
Additional Items
Last year’s tax return if available
Proof of health insurance or exemption: Form 1095-A if you had coverage through the Health Insurance Marketplace, Form 1095-B/1095-C if you had other kinds of insurance, or a Health Insurance Exemption Certificate, if received
Tax notices: Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”
https://www.eitcoutreach.org/blog/what-to-bring-to-a-tax-appointment-tax-checklist/
MADIGAN TAX SERVICE
Madigan Tax Service, LLC has been providing clients with personalized tax preparation and accounting services throughout Bradford County since 2020. With our certified training and expansive financial knowledge, we are equipped to handle all of your tax needs. Whether you require assistance at a personal level or for a small business, we are ready to serve as your tax planners.
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CONTACT US
Contact us to see how our accounting expertise and personalized services can save you time, money, and frustration with managing your finances.
5 Packer Ave,
Towanda, PA 18848
570~485~9344