Often, an WFG, tax preparer will find deductions you may not realize you’re entitled to receive. To be sure you claim every deduction you’re entitled to, bring the following items with you to your GBW tax preparer. At WFG you’ll receive fast, accurate tax preparation without the long lines.

Social Security Card(s)

Driver’s License(s)

Dependents’ Social Security numbers and dates of birth

Wage Statements (W-2)

Last year’s return (if available)

Pension, Retirement Income, 1099-R(s)

Interest and Dividend Income

Commissions

Sales of stocks or bonds

Self-employed business income & expenses

Lottery or Gambling winnings/losses (W-2G)

State Tax Refund (1099-G)

Social Security/Unemployment Income (SSA-1099)

Rental Property Income and Expenses

Alimony Paid or Received

Record of Purchase or Sale of Residence

Medical and Dental expenses

Real estate and personal property taxes

Estimated taxes or foreign taxes paid

Cash and non-cash charitable contributions

Mortgage or home equity loan interest paid

Un-reimbursed employment related expenses

Job related educational expenses

Child care expenses and provider information

Education Expenses (if any)

Moving Expenses (if any)