What To Expect

  • Before your tax interview, organize your important documents using the checklist below and research deductions and credits that may apply to you. Documentation will vary based on your situation.


  • We know that taxes can be challenging and stressful. We strive to put the fun back into tax preparation. When you arrive at your appointment, you will be greeted with a smile and friendly environment like the valuable customer that you are. Comfortable waiting areas and entertainment await you, and AMA Tax office are kid-friendly and offer a variety of refreshments.


  • Our office is open year round in order to assist with your tax needs. Don’t wait, beat the rush by clicking the “Schedule Now” button below to schedule an appointmen. However, appointments are not necessary to have your taxes prepared by a Tax Specialis.

Book Appointments

AMA Forms

Please print and complete these forms prior to your appointment, if possible.

Forms To Bring

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PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Valid Drivers License/ State Identification
  • Name
  • Date of Birth
  • Social Security Card/ITIN/ATIN
  • Last Year's Tax Return (If Available)


INCOME AND TAX INFORMATION:

  • W-2’s 
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)


TAX CREDITS:

  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN) 
  • Adoption Expenses
  • Retirement Savings Contributions Credit

DEDUCTIONS/ADJUSTMENTS

  • Medical Expenses 
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest