What to Expect and What Is Needed for an Appointment
When you schedule a tax preparation appointment with K & K Payroll And Tax in Mankato, MN, you can expect personalized, thorough service designed to simplify your tax season. To make the most of your appointment and ensure accurate results, please bring the following information and documents:
- Personal Information:
- Filing status
- Current address, phone number, and email
- Occupation details
- Information about dependents (e.g., names, Social Security numbers, and school information)
- Income Documentation:
- W-2 forms from all employers
- 1099 forms (including interest income, dividends, and other applicable sources)
- Social Security income statements
- Any records of sales of stock or cryptocurrency transactions (e.g., Bitcoin)
- Rental and business income details (along with related expenses)
- Additional Financial Details:
- Bank information (for direct deposit)
- Alimony received or paid
- Records of lottery winnings, retirement withdrawals, or any other unique income sources
- Education and Childcare:
- 1098-T form for college students
- Expenses for school supplies or daycare
- Expenses and Deductions:
- Charitable contributions
- Student loan interest paid
- Long-term care insurance premiums
- Property tax statements (CRPs and other related documents)
Our team is dedicated to ensuring your taxes are filed correctly and on time. Whether you have a simple return or a complex financial situation, our expertise will save you money and reduce the stress of tax preparation. Contact us today to schedule your appointment and experience the difference of working with K & K Payroll And Tax in Mankato, MN!
