What To Bring

LINDLEY’S TAX SERVICE

2310 S. MAIN ST.

STAFFORD, TX 77477

713-344-8524

LINDLEYSTAXSERVICE@YAHOO.COM

 

 

TAX RETURN INFORMATION FOR 2016

 

Beginning January 18, 2017 we will start our tax season.  We will be preparing taxes on a drop-off and pick-up basis only.  You will drop your taxes off at 2310 S. Main St., Stafford TX 77477.  Office hours will be 10:00 AM – 9:00 PM.  When your taxes are completed you will be contacted by our office to set up a time to pick them up.  The turnaround time for taxes will be 10-21 days (please do not call us before 21 days).  We will also provide drop-off and pick-up service for Baytown clients starting February 4, 2017.  Listed below are the steps you should take when dropping off your taxes.


 Call and make an appointment to drop off your taxes (713-344-8524 or 713-344-7217).  You will be required to fill out an information sheet (if you click the link below you can print out and already have your LTS INFO SHEET filled out) when you arrive.  

 

----CHECKLIST----


LTS INFO SHEET

(PLEASE CLICK ON ABOVE LINK AND HAVE FILLED OUT WHEN YOU ARRIVE FOR APPOINTMENT)

INFORMATION

 

Social Security #’s for

     -Clients

     -Dependents

Information from Child Care Provider

 

INCOME

 

W-2

1099 Forms    

Unemployment Income

Bank Interest Statement

Stock/Dividend Statement

K-1

Gambling Income

Self Employment Income

Rental Property Income

 

DEDUCTIONS

 

Mortgage Interest (form 1098)

Sales Tax for purchase of

     -Motor Vehicle

     -Boat

     -RV

Non Profit Contribution

Non Cash Contributions to Non Profits

Purchase or sale of Home (HUD Statement)

Receipts for work related items

Receipts for business related items

Utility bills for business

Mileage logs

Lodging receipts (work/business)

Meals/Entertainment receipts (work/business)

Child care receipts

Education Receipts

Medical Receipts

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