Apostille Agent AND DOCUMENT TRANSLATIONS

"In God We Trust"
SBS Income Tax & Notary Public

Pharr Office: 956-601-0099 | Cell:956-223-3281

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    • HOME
    • ABOUT US
    • CONTACT US
    • NOTARY PUBLIC
    • INCOME TAX
    • SERVICES
    • REVIEWS
    • SBS OFFERS
    • INCOMETAX PREP CHECK LIST
    • TAX SCAM ALERTS
    • FORMS & WORKSHEETS
    • LINKS
    • FAQ'S
    • BLOG
    • TAXES TO GO

Pharr Office: 956-601-0099 | Cell:956-223-3281

"In God We Trust"
SBS Income Tax & Notary Public

Signed in as:

filler@godaddy.com

  • HOME
  • ABOUT US
  • CONTACT US
  • NOTARY PUBLIC
  • INCOME TAX
  • SERVICES
  • REVIEWS
  • SBS OFFERS
  • INCOMETAX PREP CHECK LIST
  • TAX SCAM ALERTS
  • FORMS & WORKSHEETS
  • LINKS
  • FAQ'S
  • BLOG
  • TAXES TO GO

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  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

SBS income Tax Preparation Check List

Be Prepared and bring these items with you:

  • Valid US driver’s license , State ID,Passport or Government ID
  • Social Security numbers and dates of birth for you, your spouse, your dependents
  • E-mail address (Client and/or spouse)
  • All W-2 Forms/ 1099NECs
  • Unemployment (1099-G)
  • State and local taxes paid or credits
  • Current mailing address
  • All receipts (Truck owner operators and/or any businesses)
  • Copy of previous year tax return (if available)
  • Mortgage interest paid and insurance (1098)
  • College Students (1098T or 1098E)
  • Bank interest (1099-INT)
  • Stocks, IRA’s and Retirement (401K)(5303-SEP) (1099-R)
  • Miscellaneous income: jury duty, gambling winnings, Medical Savings Account, scholarships, etc.
  • Property taxes 
  • Miscellaneous Income from contract work or business (Self-employed or 1099-NEC)
  • All medical expenses
  • Records of moving expenses ( Military ONLY) 
  • Alimony paid
  • Casualty and theft losses: amount of damage, insurance reimbursements
  • Insurance premiums
  • Child care provider: name, address, EIN or SSN of provider and amount paid
  • Adoption costs: SSN of child; records of legal adoption, medical and transportation 
  • Charitable donations (receipts/letters)
  • Employment expenses (Lodging, food, travel, tolls, parking fees, tools, etc.)
  • Voided check or bank account number and routing number 


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301 N. Cage Blvd

PHARR, TX 78577

956-601-0099