Preparing and planning for taxes is often a stressful and complicated endeavor for most people. Our mission is to make tax preparation low cost, effortless and informed for individuals and small businesses. Sound professional advice is critical to you and your business.

​2022 Tax Law CHANGES   view   (Information only)

​2020/2021​​ - Tax Law CHANGES   view  (For clients filing back taxes)

ACCUMULATE THESE DOCUMENTS FOR YOUR  APPOINTMENT

INCOME  
W2
1099 FORMS (See Note-1 for list of 1099 types) 
SELF EMPLOYMENT INCOME
RENTAL PROPERTY INCOME
K-1 (see Note-2 for list of K-1 types)
STOCK/DIVIDEND STATEMENTS 
BANK or FINANCIAL INSTITUTION STATEMENTS
​AWARDS/GAMBLING/LOTTERY 
RECORDS OF VIRTUAL CURRANCY TRANSACTIONS
STATE REFUND FROM PRIOR YEAR (if you itemize)

​DEDUCTIONS 
MORTGAGE INTEREST (1098)
UNREIMBURSED MEDICAL EXPENSES 
MEDICAL INSURANCE EXPENSE
CHARITABLE DONATIONS CASH  (Non-Profit Organizations)
CHARITABLE DONATIONS - (Non-Cash to Non-Profit Organizations)
STATE/LOCAL (sales taxes) and PROPERTY TAXES  (see Note-3)
​STUDENT LOAN INTEREST (if you qualify)
STATE INCOME TAX  (deductible on Federal tax)
BUSINESS/WORK EXPENSES (see Note-4 for list)​

Note-1 Some of the common 1099 forms include:

• SSA-1099 those who receive Social Security

• 1099-MISC if you are self-employed and received $600+ from a client (gig economy)
• 1099-DIV if you received dividends  
• 1099-NEC to report non-employee compensation
• 1099-G if you received money or benefits from the government 
• 1099-K if you made third-party transactions (through PayPal or Venmo, for example) 
• 1099-R for distributions from a retirement plan, IRA, pension, annuity, etc. 
• 1099-INT for interest received

Note-2 Among those likely to receive a K-1 form are:

• S-Corporation shareholders
• Partners in limited liability corporations
• (LLCs) limited liability partnerships or other business partnerships
• Investors in limited partnerships (LPs) or master limited partnerships (MLPs)
• Investors in certain exchange-traded funds (ETFs)
• Trust or estate beneficiaries

Note-3 Combined State/Local/Sales and property taxes

• State/Local and Property taxes (real estate) are part of a combination of taxes whose total is taken as a single deduction. The maximum deduction you can take for the combination of 1 and 2 below is $10,000 (or $5,000 if married filing separately).

1. State AND local income tax, OR sales tax
2. Property taxes (real estate taxes + personal property taxes)

Note-4 Business and work related deductible expenses

• Mileage Logs
• Home office expenses
• Business utility costs
• Lodging receipts
• Meals/entertainment
• Education
• Medical
• Childcare
• Miscellaneous​

INFORMATION

• ​Bank account and routing numbers. People will need these for direct deposit refunds. Direct deposit is the fastest way for taxpayers to get their money and avoid a check getting lost, stolen or returned to IRS as UN-deliverable. No bank account? Learn how to open an account at an FDIC-insured bank or through the National Credit Union Locator Tool
• ​Veterans can access the Veterans Benefits Banking Program.
• ​Social Security or tax ID number for everyone included on your tax return -You'll need your Social Security number along with social security numbers for all others on your return. For filers without a Social Security number, they will need a TIN# to file.     
• ​Date of birth for everyone on your return. ​
• W-2 Form This form will arrive by mail or via online from employers and financial institutions on or before January 31st. Taxpayers should review them carefully. If any information shown on the forms is inaccurate, the taxpayer should contact the issuer for a correction. ​ 
• K-1 Form  this form should arrive within 3 months of the start of the tax season.            ​