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You may be eligible to claim tax deductions and credits which will save you tax dollars.

 Please bring the following documents to your tax interview:

  • Good-faith estimate of closing costs you paid.
  • Form 1098 - Mortgage Interest Paid. If you refinanced, have a second mortgage or your mortgage was transferred to another lender, you will receive more than one form.
  • Amounts and payment dates for real estate taxes you paid on your home. If your taxes are paid through your mortgage company, taxes paid may appear on the Form 1098 you receive.
  • Receipts for any energy-efficeincy improvements you made during the year.

Example of a Good-faith estimate as follows:

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