Tax Return Info

Our office locations and tax season hours are:
 
Waterloo: 319-296-7933
816 Tower Park Drive, Waterloo, IA 50701 (Financial Resource Advisors building)



Drop off your tax information:

Monday - Friday from 8:30am – 6:00pm
Appointment times available:
Monday - Friday from 9:00am – 6:00pm

Jesup: 319-827-2250
811 South St, Ste 3 (Next to Kwik Star)


Appointment times available:     
Tuesdays – DROP-OFFS ONLY – 9:00am – 5:00pm
Thursday 9:00am – 6:00pm
Saturdays 9:00am – 11:00am

If you would like a tax return organizer (summary of 2022 data), please call our office and request it.
 
Tax returns must be filed by Monday, April 15. If you feel that you cannot make this deadline, please contact us and we can prepare an automatic six-month extension.
 
Common Income Documents Checklist:

• W-2                    Wages
• W-2G                 Gambling Winnings
• 1099-R                Retirement Distributions
• 1099-G               State Refunds & Unemployment
• 1099-INT             Interest Income
• 1099-DIV            Dividend Income
• 1099-B                Proceeds from Broker Transactions (Stock Sales)
• 1099-NEC           Self-Employment Income
• 1099-MISC         Miscellaneous Income
• SSA-1099           Social Security Income
• Schedule K-1     Partnership, S-Corporation, Estate & Trust Income

Other Common  Documents Checklist:

• Child Care Costs (Include name, address, amount and ID # of the recipient)
• Student Loan Interest (Form 1098-E)
• Medical/Dental/Vision Costs (Subject to 7.5% of Adjusted Gross Income)
• Mortgage Interest (Form 1098)
• Property Taxes
• Cash Donations (Must have a receipt to be deductible)
• Non-Cash Donations (Goodwill, etc.)
• Automobile Registration Fees
• Gambling Loss Statements (Up to amount of winnings)
• Estimated Tax Payments & Dates