What should I bring to the gromm tax office?

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name

  • Date of Birth

  • Social Security Card/ITIN

  • Last Year's Tax Return (if 1st year filing with us)

  • Valid Driver's License

  • Social Security Cards & Birth Certificates for all dependents

INCOME AND TAX INFORMATION:

  • W-2's

  • Interest (1099-INT)

  • Dividends (1099-DIV)

  • Stock Sales (1099-B or Broker Statement)

  • Self-Employment Income and Expenses (1099-K)

  • Sale of a Personal Residence (1099-S) & Closing Disclosure

  • Rental Income and Expenses

  • Gambling or Lottery Winnings (W-2G)

  • Non-Employee Compensation (1099-NEC)

  • Pension/Annuity Income (1099-R)

  • Estimated Taxes Paid (1040-ES)

  • 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)

  • Cancellation of Debt (1099-C)

  • Health Coverage (1095-A, 1095-B or 1095-C)

DEDUCTIONS/ADJUSTMENTS:

  • Medical Expenses - Must be 7.5% of your income

  • Real Estate or Personal Property Taxes (1098 or Statement)

  • Mortgage Interest (1098)

  • Charitable Contributions

  • Gambling Losses (only if had gambling winnings)

  • Traditional IRA Contributions

  • Higher Education Expenses (1098-T)

  • Student Loan Interest (1098-E)

TAX CREDITS:

  • Child Care Provider/Address and Employer Identification Number (EIN) or
    Social Security Number (SSN) and Phone Number

  • Adoption Expenses

  • Retirement Savings Contributions

What are the operating hours of the office?

During tax season (Jan 17-Apr 15th ), our office is open Monday through Saturday.
(M-F, 10a–7p, Sat 10a-4p We are Closed on Sundays & Holidays)

Additionally, Gromm Tax Services, Inc. is open year-round and tax assistance is available after tax season for your convenience (Apr 16 - Dec 31st) We are open Mon-Fri 10a–5p We are Closed Sat-Sun and Holidays.

Why should I choose Gromm Tax Services to do my taxes? 

Gromm Tax Services, Inc. tax professionals thoroughly examine each customer's tax situation to get every deduction, credit, and tax advantage possible. We pledge quality tax preparation coupled with excellent customer service.
 

WHAT SERVICES AND GUARANTEES DOES GROMM OFFER? 

Tax advice may prove invaluable, and it's available just by calling or stopping by our office.  If an error is made in the preparation of the clients' return which results in a cost of interest or penalty, we will pay that interest and penalty.