195 High St,

Holyoke, MA 01040

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Find peace of mind during tax season

Filing or amending tax returns can be stressful. Below are common documents that may be required when consulting with D & P Business Services Inc. We will ensure a smooth processing of your

tax return.

Review the documents listed below, and make sure you're prepared for tax season. We'll handle the rest!

Ready to file?

Call us today!

The following forms should be provided to complete an individual tax return:

  • Prior year tax return (new client)

  • Social Security Cards for clients and dependents

  • W2’s from all employers

  • W2’G – gambling winnings

  • 1099’s which includes interest, miscellaneous and retirement, Government (unemployment)

  • 1099 SSA  - Social Security Statements

  • 1099R Retirement income statement

  • Brokerage year end statements (which includes stock purchases, sales, dividends and interest)

  • Tuition Statements from the Colleges 1098T

  • Property tax payments

  • Excise tax payments

  • Amount paid for medical expenses, medical insurance and long  

         term care insurance

  • EIC (earned income credit) copies of birth certificates, and proof of residency for each dependent.

  • Energy efficient improvements to the home

  • K1’s from partnerships, Sub S Corporations and Estates or Trusts

  • Estimated income tax payment amounts and dates paid

  • Health Care Insurance documentation HC form

  • Mortgage Interest statements 1098 int

  • Charitable contributions

If you have income property, please bring the following:

  • Breakdown of income and expenses

  • Invoices for capital expenditures (i.e.: roof, furnace etc.)

  • If first year - Purchase and sale of property documentation or  settlement statement

Schedule C (Sole Proprietor and Disregarded Entity):

  • Summary of income and expenses

  • Purchases and sale of equipment or business

  • Inventory

  • Business miles

  • Office in the home expenses

  • Estimated income tax payments, amounts and dates paid

  • IRA or Sep contributions

  • Health insurance premiums

*Other items not on any of the above lists may be requested.

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