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Blog - Tax Related

Maximize Your Tax Refunds with Our Checklist and Organizers

Maximize Your Tax Refunds with Our Checklist and Organizers

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Tax Season is Here. We can help you with your tax preparation. Call us and schedule an appointment today! .....

Open Monday through Friday 9-7pm and Saturdays from 9-6pm. Our professionals are licensed and in good standing with Maryland Department of Licenses and Regulations.

You will need the following personal information to do your taxes; 

  • Social Security Numbers for you, your spouse and dependents,
  • Copy of your 2015 federal and state taxes,
  • Bank information for your refund (account and routing number),

Tax Documents for the current year;

  • W-2s (Wages),
  • Bank Interest Form 1099-Int,
  • Dividend Income- Form 1099-Div,
  • State Refund – Form 1099-G,
  • Retirement distributions – Form 1099-R,
  • Rental Income – Form 1099,
  • Rental Expenses Social Security benefits – Form SSA-1099,
  • Alimony Received or Alimony Paid,
  • 1099’s (Self-employment income),
  • Self-employment expenses,
  • Mortgage Interest deductions – Form 1098,
  • Student Loan Interest – Form 1098-E,
  • Tuition Paid – Form 1098-T,
  • IRA Contributions,
  • Insurance Coverage – Form 1095-A, 1095-B or 1095-C,
  • Itemize deductions (Medical expenses, and 
  • Other Tax Documents received.

 Before you begin to organize your documents download the attached organizers to help you maximize your refund.


About Us

Mendoza & Company, Inc. is a full-service accounting, Payroll, and Tax Resolution firm in Bethesda, MD and Miami, FL. As a client, you gain a professional team with expertise in multiple fields, providing you the right advice to strengthens your organization and long-term goals.

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