Davis Tax Foundation
Davis Tax Foundation


Wages, salaries, etc. (Form W-2)

Interest income (Form 1099-INT)

Dividends Received (Form 1099-DIV)

State Tax Refunds (Form 1099-G)

Unemployment Benefits (Form 1099-G)

IRA Distributions (Form 1099-R)

Pension Income (Forms 1099-R, RRB-1099, CSA-1099)

Social Security Benefits (Form SSA-1099)

Sinple Capital Gain/Loss (Form 1099-B)

Sale of Home (Form 1099-S) limited

Self-employed income (Form 1099-MISC) limited

Gambling Winnings (Form W-2G)

Earned Income Credit

Child Tax Credit

Itemized Deductions limited

State Tax Returns

MO Property Tax returns


Schedule C with loss, depreciation or business use of home

Complicated Schedule D (capital gains and losses)

Form SS-5 (request for Social Security Number)

Form 8606 (non-deductible IRA)

Form 8615 (minor's investment income)

Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)

Parts 4 & 5 of Form 8962 (Premium Tax Credits)

Form W-7 (application for Individual Taxpayer Identification Number (ITIN))

Farm Income

Schedule C expenses in excess of $25,000

Day Care in home

Wash Sales



We offer bi-lingual service in Spanish

What to Bring:

  • For Married filing joint, both spouses must be present
  • Photo identification for you and your spouse (if married)
  • Social Security Cards or Individual Taxpayer Identification Number documents for you, your spouse, and/or dependents
  • Birth dates for you, spouse, and/or dependents
  • A copy of last year's tax return
  • All Forms W-2 and 1099
  • Forms 1095-A, B, or C
  • Information for other income
  • Information for all deductions/credits
  • Total paid to day care provider and their tax ID number
  • For direct deposit of refund, proof of account and bank's routing number (cancelled check)
  • For MO property tax credit, copy of paid real estate tax receipt or for rent credit, letter from landlord with their address, SSN/EIN, and phone number.

Please Download and Complete the Intake and Interview form below: 

We require that this form be completed for all returns we do. Please download and complete through page 3. Bring the form with you for your appointment. A certified volunteer will go over everthing prior to completing your return. We look forward to assisting you with your taxes.

Intake and Interview Form.pdf
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