FILE YOUR TAXES
You earned every penny-our job is to make sure you get the biggest refund you deserve. We understand the tax code, and are up to date with all the new tax laws, we are current with the continuing education per IRS mandate. We are prepared to sit down and discuss your personal situation in complete confidentiality to make sure nothing is overlooked.
FEDERAL AND STATE TAX PREPARATION
We will prepare your Federal and State tax return, identify all deductions and credits available, and get you the biggest refund possible.
PRIOR YEAR REVIEW
We examine returns prepared by you or someone else, from as far back as three years. If you are missing money owed to you, we will make sure you get it back.
FILE FOR A TAX EXTENSION
Not ready to file? No problem, if you need more time, we can file an extension for you, to help you avoid penalties.
WHAT SHOULD BRING TO YOUR APPOINTMENT ?
- EARNINGS STATEMENT : W-2 Earnings statements, 1099s, 1098t & others
- IDENTIFICATION: Drivers license, state ID, Passport, SS card
- LAST YEAR’S FEDERAL AND STATE TAXES
- SOCIAL SECURITY NUMBERS
OTHER DOCUMENTS YOU MIGHT NEED
REAL ESTATE
- Real estate taxes paid
- Personal property taxes paid
- Mortgage or home equity loan interest paid – form 1098
- record of new home purchase or sale
- rental income and expenses
- repayment of the First-Time –Homebuyer Credit – form 5405
STATE & LOCAL TAXES
- State and local taxes Paid
- State refund amount – form 1099-G
- Estimated Taxes or foreign taxes paid
INCOME SOURCES
- Self-employment business income and expenses – form 1099-MISC
- Commissions you received or paid
- Pension or retirement income – form 1099-R
- Unemployment income – form 1099-G
- Social Security Income – form SSA-1099
- Alimony paid or received
- Lottery or gambling winnings / losses (if you itemize, even if you have winnings, losses may be listed on schedule A in your favor
SAVINGS & INVESTMENT
- IRA Contributions
- Interest and dividend income – form 1099-INT or 1099-DIV
- Statements on stock or bond sales – form 1099-B
- HSA Contribution
- HSA/ MSA Distribution – form 1099-SA
FAMILY
- Medical and Dental Expenses
- Child care expenses and provider information
- Mileage record to doctor appointments
WORK EXPENSES ( Unreimbursed)
- Uniforms, Union dues / Expenses, professional dues, licenses and regulatory fees, subscriptions to professional journals / trade magazines, tools/ supplies used in your work, occupational taxes, passport for business trip, travel, transportation, meals, entertainment, gifts and local lodging related to your work.
- Job-related educational expenses
EDUCATION EXPENSES (Unreimbursed)
- Classroom expenses for teachers
- Tuition, books, supplies /Equipment needed for a course of study, note books, eBooks, education fees, student activity fees, athletic fees.
- Student loan Interest – form 1098-E
OTHER
- Charitable donations, cash and non-cash
- Casualty or theft losses
- Mileage records for travel and from Goodwill, Salvation Army, charity events, volunteer work etc.