Tax Preparations

Posted bysjlscorgPosted inUncategorized

We will begin scheduling appointments on Tuesday, January 20th. Expect phone lines to be very busy during the first week of scheduling appointments – please be patient and continue calling back if you have trouble getting through. All appointments must be scheduled during SJLSSC business hours. Tax appointment messages left after hours on our machine will not be returned.

TAX CHECKLIST
WHAT TO BRING TO YOUR APPOINTMENT
Questions that will be asked:

  1. Have you sold a home in 2025?
  2. Do you own rental property?
  3. Are you self-employed?
  4. Do you have Digital Assets?

If the answer is YES to any of these questions – we are not able to complete your taxes.

If filing married/jointly, both need to be present. You both must have photo ID and Social Security Card.

Bring any/all of the following:

  1. 2024 Tax Return, both Federal and State, no matter where done. If no 2024 return, bring 2023 return.
  2. 2025 Social Security Benefit Statement (SSA-1099).
  3. 2025 Interest Income Statements (1099-INT).
  4. 2025 Dividend Statements (1099 DIV); Capital Gains Distributions or Stock Sale (1099 B).
  5. 2025 Income Statements from pensions, annuities, IRAs, etc. (1099 R).
  6. 2025 Statements of earned income (W-2).
  7. 2025 Health Insurance Premiums Paid by You. If paid automobile PIP (personal injury protection), bring your auto insurance declaration page.
  8. 2025 Summer and Winter property tax bills. Summer bill due September 2025, and Winter bill due February 2026.
  9. 2025 Heating bills from Nov. 1, 2024 to Oct. 31, 2025. Available from utility company.
  10. Any Federal or State income tax forms you received in the mail.
  11. To directly deposit your refund, bring a blank check or savings account information that shows your account number and routing number.
  12. If you rent, know your monthly amount and the name and address of your landlord.