List of Information Needed 

In Addition to basic forms required...


Driver’s License

Social Security Card for each person

Proof of Health Insurance 1095A Form

2 Documents showing Proof of Dependence Address same as Taxpayer

New Clients need to bring a Copy of last years tax return

Estimated payments



W2 or W2G (with win/loss statement)

All income documents

1099 Misc. or 1099 Retirement

Social Security Statements

Dependent Education Expenses


We have information gathering worksheets available

if you need for Schedule A, C, D, E, F. Call us today!


Schedule A

Mortgage Statement

Local State Taxes Statement

Medical/Dental Professional Business Expenses
Professional Educators Business Expenses


Schedule B
Purchase and Sale of Stocks Worksheet

Year End Statement from Investments


Schedule C
Business Expenses
Business Expenses per Line explanations
Business Expenses by Month 
Mileage Log Business Vehicle
Business Vehicle Actual Expense Worksheet
Quarterly Employee Payroll Worksheet


Schedule E

Rental Income Worksheet

Schedule F
Farming Worksheet

Contact Us Today!

2315 12th Street

Lake Charles ,LA 70601


337 436-6939 337 436-6939


337 433-0104


Electronic Filing, Fast Refund.  E-File, File online, Online Tax Refund, Tax Refund Loan. 

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