During tax season – We’re open for walk-ins on Saturday and Sunday from 8:00 AM to 6:00 PM EST.

We’re also available Monday to Friday by Appointment only.

At Community Income Tax Service (CITS), you will find trained tax preparer who understands your situation. We can answer all of your tax questions with friendly, professional service. Along with our personal service, we offer free electronic filing (IRS e-file) with paid income tax preparation, to get your taxes filed as fast as possible. Rest assured, with over 30 years of experience in the income tax business we can guarantee you will be satisfied with our fast, efficient, and accurate tax services.

• Social Security card(s)
  Driver’s License(s) / State Issued ID(s)
• Dependents’ Social Security numbers and dates of birth*
• Wage statements
• W-2s
• Last year’s Federal and State tax return
• Commissions received/paid*
  Pension, retirement income/1099-R*
• Unemployment income/1099-G*
• Canceled Debt Amount/1099-C*
• Social Security income/SSA-1099*
• IRA contributions*
• Statements on the sales of stocks or bonds/1099-B *
• Interest and dividend income/1099-INT/1099-DIV*
• Lottery or gambling winnings/losses*
• State refund amount/1099-G*
• Income and expenses from rentals*
• Alimony paid or received*
• Record of purchase or sale of residence*
• Medical and dental expenses*
• Real estate and personal property taxes*
• State or local taxes paid
  Sales tax paid**
• Estimated taxes or foreign taxes paid*
• Cash and non-cash charitable donations*
• Mortgage or home equity loan interest paid/1098*
• Unreimbursed employment-related expenses*
• Job-related educational expenses*
• Educator expenses**
• Tuition and Education Fees/1098-T**
• Student loan interest/1098-E*
• Moving expenses*
• Casualty or theft losses*
• Child care expenses and provider information*
• Receipt(s) for qualified energy efficient home improvements**
• Form 1095-A (Health Insurance Marketplace Statement)***
• Form 1095-B/1095-C – Health Coverage Statements from Insurer/Employer

Gross receipts from sales or services

• Sales records (for accrual based taxpayers)
• Beginning inventory (if applicable)
• Ending Inventory (if applicable)
• Items removed for personal purposes (if applicable)
• Returns and allowances
• Business checking and savings account interest (1099-INT or statement)

Transportation and Travel Expenses

• Business trip (mileage) log
• Contemporaneous log or receipts for public transportation, parking and tolls.
• Airfare or mileage (actual expense if drove)
• Hotels
• Meals and tips
• Contemporaneous log or receipts for public transportation, parking and tolls.
• Taxes and tips
• Internet connection (hotel, Internet café, etc.)

Additional Expenses

• Advertising

Commissions paid to subcontractors

• File Form 1099-MISC and 1096 as necessary

Depreciation

• Cost and acquisition date of assets
• Sales price and disposition date of any assets sold

Fringe Benefits

• Employer-paid pension/profit sharing contributions
• Employer-paid HSA contributions
• Employer-paid health insurance premiums
• Cost of other fringe benefits

Business Insurance

• Casualty loss insurance
• Errors and omissions
• Other

Interest Expense

• Mortgage interest on building owned by business
• Business loan interest
• Legal fees

Office Supplies

• Pens, paper, staples, etc.
• Other consumables

Rent Expense

• Office space rent
• Business-use vehicle lease expense
• Other

In-home Office

• Square footage of office space (hours of use for daycare business)
• Total square footage of home (not applicable for daycare business)
• Mortgage interest or rent paid
• Utilities

Wages paid to employees

• Form W-2 and W-3 Federal and state payroll returns (Form 940, etc.)

Other Expenses

• Repairs, maintenance of office facility, etc.