We can assist you with:
- Tax Preparation for individuals and businesses
- Financial Planning
- Tax Advice
- Bookkeeping
- Payroll
Checklist:
In order to best assist you in the preparation of your income taxes, we will conduct
an interview with you. Please bring any of the following materials that are relevant to
you to your tax interview:
- Wage statements (Form W-2)
- Pension, or retierment income (1099-Rs)
- Social Security card(s)
- Driver's License(s)
- Last year's tax return (unless we filed it for you!)
- Social Security and/or unemployment income
- Commissions received and /or paid
- Alimony paid or received
- Sales of stocks and/or bonds
- Self-employed business income and expenses
- Lottery and/or gambling winnings and losses
- State refund amount
- Information on education expenses
- Income and expenses from rentals
- Record of purchase or sale of real estate
- Real estate and personal property taxes
- Mortgage or home equity loan interest paid (form 1098)
- Cash and non-cash charitable donations
- Medical and dental expenses
- Unreimbursed employment-related expenses
- Job related educational expenses
- Childcare expenses and provider information
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