IRS Contact Information

At Ad Valorem Tax & Associates, we make it easy to prepare and file your taxes with the IRS. To ensure an accurate and efficient process, please provide the following documents:

1. Wage Statements/W-2s
   Provide your wage statements or W-2s from all employers.
2. Last Year’s Federal & State Tax Return
   If you’re a returning client, we already have this on file. New clients should provide their previous year’s tax returns.
3. Child Care Expenses & Provider Information
   Submit records of any child care expenses and details about your child care provider.
4. Mortgage or Home Equity Loan Interest Paid (1098)
   Provide your 1098 form to report interest paid on mortgages or home equity loans.
5. Real Estate & Personal Property Taxes
   Include information on real estate and personal property taxes paid.
6. Record of Purchase or Sale of Residence
   Provide records for any purchase or sale of real estate during the tax year.
7. Pension, Retirement Income (1099-R)
   Submit 1099-R forms for any pension or retirement income received.
8. Unemployment Income (1099-G)
   If applicable, provide your 1099-G form for any unemployment income received.

By gathering these essential documents, we can ensure a smooth and accurate filing with the IRS. Let our experienced team handle the details and help you get the most from your tax return.