Thank you for choosing Imperato Tax Services, Inc. to prepare your Income Taxes.
If you are mailing, faxing, e-mailing, or dropping off, here is a brief list of the documents you will need to provide in order for us to prepare your tax returns completely.
New Requirements for 2021 and forward:
- All birth certificates for dependents under the age of 24 listed on the return.
- For anyone who attending college a Form 1098-T along with the Bursars receipts.
- 1099-G Unemployment compensation: to obtain a copy please go to the Department of Labor website and download the form – https://www.labor.ny.gov/home/individuals.php.
- Please fill out & submit the Client Information Sheet
- Daycare / Childcare expenses: Receipts/statements indicating address, EIN# and amounts paid.
Please be advised certain items may or may not apply to everyone.
For annual tax returns and tax planning for your future, speak with the tax specialists at Imperato Tax Services, Inc.
(718) 672-2500
Tax Season Hours of Operation: Monday-Saturday 10am-7pm
Fax: 347-679-6335 | 718-672-2513
Mailing Address: 510 Broadhollow Rd Suite 201 Melville NY 11747
Office Location: 510 Broadhollow Rd Suite 201 Melville NY 11747
Personal Tax Preparation Checklist
- Copies of all Social Security Cards and DOB's for individuals listed on the return
- W-2's
- 1095-A - Health Insurance Marketplace Statement
- 1095 - Health Coverage
- 1095-C - Employer-Provided Health Insurance Offer and Coverage
- 1099-Int - Interest Bank Statements
- 1099-Div - Dividend Statements
- Form 1098 - Mortgage Interest Statements
- 1099-SSA - Social Security Statements
- 1099-B - Year End Brokerage Statements / Proceeds from Sale of Stocks or Mutual Funds (if applicable, for any stock sales provide cost basis along with purchase dates)
- 1099-C - Cancellation of Debt
- W-2G - Gambling Winnings
- 1098-E - Student Loan Interest Statement
- HUD-1 - Closing Statements for sales or purchases of Real Estate
- 1099-G - Unemployment Compensation Received Amounts (must be obtained online)
- 1099-G - Prior Years State Tax Refund Amounts (must be obtained online)
- 1098-T - Qualified Tuition Paid Statements (Bursars receipts required)
- 1099-R - Retirement Plan Distribution Statements: Withdrawals, Rollovers or Loan Defaults
- Form 8889 - HSA Account Contribution or Distribution amounts
- Form 1099-MISC - Small Business / Self-Employed Individuals (Schedule C): Complete books and records
- Daycare/Childcare Expenses and Amounts Paid (Statements/Receipts along with Name of provider, Address and Tax ID#)
- Any other pertinent or applicable documentation
Secure Document Upload
If you are a new client please include a copy of your previous year’s tax return, along with your date of birth, occupation, day time, evening, and cell phone numbers.
Forward all these documents by uploading them directly using the form below.