TAX CENTER

3485 Grange Hall Rd

Holly, MI 48442

248-634-2100 248-634-2106 fax

hollytaxcenter@yahoo.com

Serving the Holly Area for over 25 years.

CURRENT HOURS:

January through April 15th

Monday through Friday 9am to 5pm

April 16th to December 31st

Monday and Thursday 9am to 5pm

Electronic filing(E-file) opens 1-23-2023

We will be accepting client tax documents via Drop-off,

Mail-in, Fax, & In person

If you would like to simply drop off your tax documents, please use the secured locked box in the back of the office. For those that would like to mail in or fax documents, please see above for our address and fax number.

We are offering in person appointments to those that would like to come inside the office. Please contact us for an appointment.

Please be assured your business is very important to us and we look forward to working together.

Tax Center is locally owned, a year-round tax service and small business payroll service provider.

3485 Grange Hall Road
Holly, MI 48442-1005
ph: 248 634-2100
fax: 248 634-2106
hollytaxcenter@yahoo.com

CHECK LIST

Please use this list as a reference for items that you may have to report on your tax return. This list is not meant to indicate that you will have every item shown.

If wanting to print this list, we would suggest doing a "cut and paste" to a word document, or you are welcome to stop by the office and pick up a copy.

INCOME:

W-2 Wage Statement

1099-INT Interest (bank/credit union/brokerage)

1099-DIV Dividends (brokerage)

1099-MISC Non Employee Wages

1099-R Pension/IRA/Retirement

W-2G Gambling/Lottery winnings

1099-G Unemployment

1099-G State Tax Refund (postcard)

1099-A & C Cancellation of Debt

1099-B Investment Sale (brokerage)

1099-S Property Sale (house/property)

K-1 Partnership/Limited/S-Corp/Trust/Estate

SSA-1099 Social Security

RRB-1099 Railroad Retirement

Alimony

Tips

Scholarships

Jury Duty

Tax Exempt Interest Income

Other Income

Other Non-Taxable Income:

Child Support

Veterans Pension % disabled

Worker's Comp

Inheritance

Settlements

Gift's in excess of $300

MISCELLANEOUS:

1095-A Marketplace Health Insurance

1099-SA HSA Contribution

1098-E Student Loan Interest

1098-T College Tuition *Also need:

Print out from college showing payments

Cost for books/supplies/Computer

Alimony PAID

Child Care Expenses (need statement)

IRA/ROTH Contribution/Conversions

CryptoCurrency

Foreign Bank Accounts/Assets

Did you gift $16,000 or more to any one person this year?

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3485 Grange Hall Road
Holly, MI 48442-1005
ph: 248 634-2100
fax: 248 634-2106
hollytaxcenter@yahoo.com