We understand that tax time can be a very stressful time of year.

TRI Quality Tax is here to help by staying up to date with the always changing tax laws and

working with you to get the maximum deductions you’re entitled to. Please visit the pages above to get started filing this years taxes!

Please excuse us for we are still under construction! If you have any question’s, please visit the contact page.

If you are not feeling well, please reschedule your in person appointment.

NEW FOR 2023:

IF FOR ANY REASON, YOU ARE NOT PREPARED FOR YOUR INTIAL APPOINTMENT AND A SECONDARY APPOINTMENT IS REQUIRED,

AN ADDITIONAL FEE WILL BE APPLIED.

PLEASE CALL US WITH ANY QUESTIONS PRETAINING TO DOCUMENTS YOU HAD LAST YEAR.

262-255-5665

THINGS TO BRING TO YOUR TAX APPOINTMENT

All of these documents do not apply to everyone but is a list of common items

Health care documents

1095-A ONLY (B and C are not needed)

INCOME

Unemployment: Printed off 1099-G from website

W2’s

1099-MISC

1099-NEC

1099-INT

1099-R

1099-DIV

Students or student loan payers

You may need to print this document from you student account with your school or your loan payment account

1098-T for tuition expenses

1098-E for student loan interest

Any additional expenses for books or supplies

If you own a home and itemize

Mortgage interest statement

Property tax statement

Total medical expenses (eye glasses, doctor, dentist, prescriptions)

Charities

Closing cost for house sale or purchase

Business owners and rental property owners

Any 1099’s you received or paid

Any additional income in cash you received totaled 

Expenses categorized and totaled  (see forms link on top for help)

If you have any questions on what to bring, please do not hesitate to call or email!