We are currently doing in person or remote appointments!
OUR ADDRESS:
6715 W DONGES BAY RD
MEQUON, WI 53092
TRIQUALITY@GMAIL.COM
262-255-5665
We under stand 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)