Tax Preparation

With ever changing tax laws, preparing a tax return can be a daunting task.  We are tax professionals and an authorized IRS E-File Provider.  We provide free E-file service to all of our clients as well as free direct deposit of your tax refunds when we prepare your tax returns.

We can help you with your income tax return which includes the following:
• Itemized Deductions (Schedule A)
• Interest and dividend income (Schedule B)
• Business Income / Self-Employment Income (Schedule C)
• Capital Gain / Losses (Schedule D)
• Rental Income (Schedule E)

We will give you the lowest price possible to do your return. Whatever you paid last year we will match it or beat it. We will also take our time to double check your tax return just to be certain that you receive all the deductions and credits and get you the highest possible refund that you deserve.  In addition to collecting the data for your tax return, we will also use your appointment time to catch up on any new tax law changes that may affect you and your family.  

To assist you in making sure that you have all of your information ready, we have enclosed a copy of  Your Tax Info Checklist for you to use when collecting your data.  Please take the time to check off each item on this list so that we can reduce or eliminate a Missing Information List. If  you have any information that is not on the Checklist that you think may apply to your tax return, please bring it with you and we will review it during your appointment.

                

YOUR TAX INFO CHECKLIST

• Wages or Salaries Income = W-2 Forms / Bring in all your copies.
• Unemployment Income = 1099G Forms.
• Social Security Income = 1099SSA Forms
• Other Tax Forms =
• Form W-2G Gambling
• Form 1099Q - Education Payments
• Form 1099SA - Health Saving Accounts.
• Partnership/LLC/S-Corp Incomes = K-1 Forms.
• IRA or Pensions Withdrawals/Payments = 1099R Forms.
• Interest and Dividends Income = 1099-INT and 1099-DIV Forms.
• Dependent(s) Not on your last year tax return = Social Security Number(s) and Date of Birth.
• If you own a Home, bring in the following:
• Mortgage Interest Statement = 1098 Form(s).
• Property Taxes = Copy of your Tax Bills.
• Auto Registration Fees = Total amount for each vehicle.
• Charitable Contributions.
• Cash = Charity name and amount for each donation.
• Goods = If the total is over $500, Name of Charity, Address, Short Description of Goods, Date given and amount. If the item is over $5,000, bring in a copy of the certified appraisal.
• Employee Business Expenses = Amounts paid for the Use of Auto, Union Dues, Uniforms, Dues and Subscriptions, Volunteer Work mileage, and your Job Hunting Expenses.
• Child Care Expenses, bring in the following: 
• Name, Address, Phone Number, Social Security Number of Provider and Amount you paid per child.
• Education Expenses = yourself, your spouse and/or your dependents Form 1098T.
• Tuition you paid for yourself, spouse and/or dependents, also add expenses for Books and Supplies.
• Student Loan Interest you paid last year, bring in F1098E.
• IRA Contributions = Both Traditional or Roth.
• Stock Sales = 1099B Forms. Bring in the entire statement. If the statement does not list the cost information, ask your broker for one. If not available, bring in the purchase confirmations for each sale.
• Real Estate Purchase or Sale = Bring in the closing cost statements. Also bring in Form 1099A or Form 1099C if it is a foreclosure or a short sale.
• Business Income and Expense:
• Income = Bring in any 1099-MISC Forms
• Auto Miles = Total miles for the year and total Business Miles
• Auto Expenses = Gas, Repairs, Insurance, Loan Interest, Tolls, Parking fees.
• Payroll Report = If you have employees, bring in the year-end payroll report.
• Rental Property Income and Expenses = Please bring in the following:
• Mortgage Interest Statement = 1098 Form(s).
• Appliances and Upgrades = Amount you Paid and Date of Purchase.
• Energy Efficient Purchases: New Windows, Heaters, Insulation upgrades, and solar panels.

Please bring in your last year tax return if you have one.

Please email us to schedule your appointment even if you are not fully prepared.  We will prepare a list of additional information, if necessary, during your visit, which you can return to us either by phone, email, or in person at a later time.