Tax Help Santa Fe store in the mall is closed for the season.
There are no more appointments available.
The only way to get your taxes prepared by me
is to email or mail me your papers.
I must have them by Thursday May 6th to insure I can
get them done on time.
Email to:
Mail to: 19 Picacho Peak Drive, SF 87506
What I Need to Prepare Your Taxes
1. All W-2s for your jobs
2. All 1099-R Retirement Statements
3. Social Security year end 1099 if you get benefits.
4. Sum of all out of pocket medical expenses
5. If you can itemize (need over $12,000 single or 24,000 married),
your mortgage interest, property taxes, contributions and medical costs
6. Gambiling W2-G is you won any jackpots.
7. Any other income papers for interest or investments.
8. Your drivers license number and expiration date. Both if married.
9. For new dependents, their social security cards and birthdays.
10. Bank routing and account numbers, Better yet, a voided check.
11. Property tax amount if you are claiming the low income property tax rebates from NM.
