Tax season at Carolinas Bookkeeping & Taxes, LLC kicks off on February 1st. To ensure a smooth process, we request the following:​

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New Customers

• Last years tax return 

• Social Security Statements

• W-2 forms 

• 1099 forms

• 1095-A,B or C 

• Mortgage interest statements 

• Student loan interest

• Property tax statements

• Business income/expense records (if self-employed)

• Donations, Medical Expenses, and Everything to Itemize (if applicable)

• Any additional income information.

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Returning Customers 

• Social Security Statements

• W-2 forms 

• 1099 forms

• 1095-A,B or C 

• Mortgage interest statements 

• Student loan interest

• Property tax statements

• Business income/expense records (if self-employed)

• Donations, Medical Expenses, and Everything to Itemize (if applicable)

• Any additional income information.

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Let us help you maximize your refund this year!