What to Bring

GENERAL DOCUMENTS

VALID STATE IDENTIFICATION FOR BOTH TAXPAYER & SPOUSE
SOCIAL SECURITY CARDS FOR TAXPAYER, SPOUSE & DEPENDENTS
BIRTH CERTIFICATES FOR ALL DEPENEDENTS
PROOF OF RESIDENCY FOR ALL DEPENDENTS
- SOMETHING WITH YOUR ADDRESS AND THE DEPENDENTS NAME
BANK ROUTING & ACCOUNT NUMBERS FOR DIRECT DEPOSIT OF REFUNDS
DID WE DO YOUR RETURN LAST YEAR?
- IF NO BRING YOUR PREVIOUS YEAR RETURN

INCOME DOCUMENTS

W-2
- FINAL PAYSTUB RECOMMENDED
W2-G (GAMBLING WININGS)
1099-R (RETIREMENT INCOME)
1099-NEC / MISC
1099-B, 1099-INT, 1099-DIV (BROKERAGE, INTEREST, DIVIDENDS)
1099-S (SALE OF A HOME PERSONAL OR INVESTMENT PROPERTY)
1099-G (UNEMPLOYMENT INCOME)

HEALTHCARE

DID YOU RECEIVE YOUR HEALTH INSURANCE THROUGH THE MARKETPLACE?
- IF SO, YOU WILL NEED A FORM 1095-A
- IF NOT, NO ADDITIONAL DOCUMENTS ARE NEEDED

COLLEGE (CURRENT STUDENTS 2022)

ANY MEMBER OF THE HOUSEHOLD IN COLLEGE?
- YES (FORMS NEEDED)
  - 1098-T
  - ACCOUNT TRANSACTION HISTORY DATED 1-1-22 TO 12-31-22
  - RECEIPTS & AMOUNTS FOR QUALIFIED COURSE RELATED EXPENSES

COLLEGE (PAYING STUDENT LOANS)

FORM 1098-E (INTEREST PAID ON STUDENT LOANS)

DEPENDENT / CHILD CARE?

TOTAL PAID PER DEPENDENT
PROVIDER’S
- NAME, ADDRESS, & TAX ID NUMBER (SOCIAL OR EIN)

DEDUCTIONS

CHARITABLE CONTRIBUTIONS
MEDICAL EXPENSES INCLUDING MILEAGE

OTHER

ENERGY EFFICIENT PROPERTY
- SOLAR, WIND, GEOTHERMAL
- WINDOWS, DOORS, HOTWATER HEATER
- PURCHASE AND INSTALL DATE

FG stays current on tax law and reaches out to us with tax changes and what we need to do to abide by them. This takes the pressure off of us to stay current and to comprehend all of the tax laws and changes. For example, during the Covid crisis, FG started the process for its clients that qualified for the PPP loan before we even knew about its existence. As a result, ALL of their clients that qualified were granted PPP monies! We were very thankful for their forward-thinking and the initiative they took to help us apply and receive this money. They made it very easy and helped us with the process every step of the way. They always go above and beyond!

Matt & Tammy S.

We often have people come to us for advice when they are starting a small business and I always tell them the same thing – The most important thing to do is have an excellent accountant or firm to handle all of your needs. They have given great advice to us over the years and helped keep us from making mistakes just out of our own ignorance. A good, solid accountant is our greatest business resource.

Greg & Nancy M.

I’ve NEVER met a more dedicated accountant than Jared! He has done my first PPP forgiveness, second PPP and the payroll credit that I am owed for the 4th quarter of 2020. I can honestly say that he has saved or found my company almost $200,000 since taking over my books and taxes.

His staff is second to none and they are extremely helpful whenever I need something. If you need an accountant or someone to do your taxes or payroll, these people go the EXTRA MILE!! Thank you Jared and Staff!!

Jeni R.

If you are looking for an accounting firm that is passionate about helping you or your business be successful, Foos-Garvin offers a superior service. While they have many customers, they put forth the effort to make a personal connection rather than just a business transaction.

One of the largest differences is that Foos-Garvin has industry knowledge that is relevant to our business. They also look for solutions to problems that we face, rather than providing a canned answer. They are willing to put the time in and help create custom solutions for us.

Virtue Design Build

What Our Customers Say

Start with a free personal consultation.

Delaware Location

Galion (Mansfield) Location

Cincinnati Location

Galion (Mansfield) Office

Delaware Office

Cincinnati Office