1. What information should I bring to Tax Nation?

Make sure to bring the following materials that apply to you: 

• Wage statements (Form W-2) 
• Pension or retirement income (Forms 1099-R) 
• Social Security card(s) 
• Driver's license(s) 
• Dependents' Social Security numbers and dates of birth 
• Last year's tax return 
• Information on education expenses 
• Self-employed business income and expenses 
• Lottery and/or gambling winnings and losses 
• Social Security and/or unemployment income 
• Income and expenses from rentals 
• Alimony paid or received 
• Record of purchase or sale of real estate 
• Medical and dental expenses 
• Real estate and personal property taxes 
• Cash and non-cash charitable donations 
• Mortgage or home equity loan interest paid (Form 1098) 
• Unreimbursed employment-related expenses 
• Job-related educational expenses 
• Childcare expenses and provider information 

2. Do you stand behind your work?

When you pay for tax preparation at Tax Nation, you are automatically covered under our Audit Shield Program. 

The Audit Shield program entitles you to reimbursement of any penalties or interest fees charged by the IRS if a Tax Nation specialist made a mistake completing your tax return.

3. What is the "Refer a Friend" program?

You will receive $50.00 cash reward when 2 of your friends use Tax Nation.  There is no limit to the number of friends that you can refer.