We can prepare Individual,
Business, and/or Corporate returns quickly and professionally.
Information to complete the return can be emailed, faxed, or sent
via standard U.S. mail to our office (W-2's, 1099's, 1098's,
etc). Please see the Contact
Us area to get started. We look forward
to assisting you with your tax needs!
Information you will need:
INFORMATION ABOUT
YOUR INCOME:
- Any W-2’s you have received or expect to
receive
- Interest (1099-INT or substitute) you
earned
- Dividend Slips (1099-DIV or substitute)
- Stock Sales (1099-B or Broker Statement)
- Self-Employment Income and Expenses
- Information on the sale of any Business
Asset(s)
- State Income Tax Refund (if you itemized
last year on your Federal return)
- Pension Income (1099-R)
- Any Estimated Taxes you paid
- Social Security or Railroad Retirement
income
- IRA or 401(k) Distribution(s)
- Unemployment Compensation
- Miscellaneous Income (1099-MISC)
- Rental Income and Expenses
- Information on the Sale of a Personal
Residence
- Gambling or Lottery Winnings
PERSONAL INFORMATION FOR EACH PERSON IN YOUR
HOUSEHOLD:
- Name
- Relationship to you
- Date of Birth
- Social Security Card /ITIN/ATIN
- Last Year’s Tax Return (if applicable)
DEDUCTIONS/ADJUSTMENTS:
- Medical Expenses for you or anyone that
will be claimed on your return
- Medical Mileage (miles driven to Doctors
appointments, hospital, etc.)
- Real Estate or Personal Property Taxes
amounts
- Mortgage Interest (1098) paid
- Charitable Contributions
- Edicator Expenses
- Employee Business Expenses
- Gambling Losses
- Moving Expenses
- Higher Education Expenses
- Student Loan Interest
- Traditional IRA Contributions
TAX
CREDITS:
-
Child Care Provider/Address and Employer
Identification Number (EIN) or Social Security Number (SSN)
- Adoption Expenses
-
Retirement Savings Contributions
|