DBS Company Inc.

As tax preparers, we always fight to protect your money from the government. This is not a battle that can always be won with out your assistance. The more details and information you have; The more we can use to help. Being prepared can help to get you more money back, prevent you from paying more, and can help us to defend you against the IRS.

The information that we utilize to prepare your tax return can be different depending on your occupation and other factors. You can request a helpful guide to make sure that you have everything, related to your specific occupation. Requests can be E-mailed, Faxed, or mailed on request.

That being said, more specific information is the primary goal of this web page. Information on what to bring can be found below. This is a general over view, and it is not expected that everything will apply to you in particular.

Paperwork

• If you are new to DBS please try to bring your last Year's Tax Return. If possible, bring your returns for up to 5 years.

• Our numbers have to match up exactly, so don't forget to bring your W-2, 1099-R, 1099s for other income, and Social Security Statements.

• Everything can be done electronically and it saves time. Be sure to bring a voided check to have your return directly deposited. The routing and account number for your account is really all we need.

• K-1s from Partnerships, Corporations or Estates

• Property Tax Statements

• 1098 for Mortgage Interest, Tuition, Contributions. Don't forget to get a complete idea on how much you have spent on school this year. Statements can be downloaded from your schools website, in a lot of cases.

• Be sure to bring paperwork that pertains to any purchases and Sales. This is very important for large purchases, such as, vehicles and property.

• The last pay stub of the year. Your last pay stub of the year is very important, especially in cases were there is no W-2 or 1099.

• Any paperwork that is related to adoption expenses.

• Bring any receipts that relate to reducing energy expenses: New Heaters, Insulation, low gas millage vehicles, windows, doors, ext..

• If you have donated anything at all, make sure to get a receipt and bring it.

• Information on your medical expenses can in a lot of cases be related to your tax return. This is more true then ever under recent legislation. So things that could prove to be helpful are insurance expenses, employer insurance information and payments, and any medical related expenses that you incurred over the last year.

Examples of Income

• Wages

• Interest

• Dividends

• Tips

• Child Care

• Pensions/Annuities/Roth Conversions

• Jury Duty

• Gambling Winnings

• Unemployment

• Alimony Received

• Prizes

• Debt Cancellation

• Partnerships & S Corporations

• Estates & Trusts

• Social Security/RR Retirement

• Scholarships & Fellowships

• State Tax Refunds

• Royalties

• Disability

• Veteran's Payments

• Withdrawals from MSA/HSA