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.
ACCUMULATE the following documents for your tax appointment
INCOME
W2
1099 FORMS (View - Note-1 1099-types listing)
SELF EMPLOYMENT INCOME
RENTAL PROPERTY INCOME
K-1 (View - Note-2 K-1 types listing)
STOCK/DIVIDEND STATEMENTS
BANK or FINANCIAL INSTITUTION STATEMENTS
AWARDS/GAMBLING/LOTTERY
RECORDS OF VIRTUAL CURRENCY TRANSACTIONS
STATE REFUND FROM PRIOR YEAR (if you itemize)
W2
1099 FORMS (View - Note-1 1099-types listing)
SELF EMPLOYMENT INCOME
RENTAL PROPERTY INCOME
K-1 (View - Note-2 K-1 types listing)
STOCK/DIVIDEND STATEMENTS
BANK or FINANCIAL INSTITUTION STATEMENTS
AWARDS/GAMBLING/LOTTERY
RECORDS OF VIRTUAL CURRENCY TRANSACTIONS
STATE REFUND FROM PRIOR YEAR (if you itemize)
DEDUCTIONS
MORTGAGE INTEREST (1098)
unreimbursed employee expenses
UNREIMBURSED MEDICAL EXPENSES
MEDICAL INSURANCE EXPENSE
CHARITABLE DONATIONS CASH (Non-Profit Organizations)
CHARITABLE DONATIONS - (Non-Cash to Non-Profit Organizations)
STATE/LOCAL (sales tax) and PROPERTY TAXES (View - Note-3 Tax info )
STUDENT LOAN INTEREST (if you qualify)
STATE INCOME TAX (deductible on Federal tax)
BUSINESS/WORK EXPENSES (View - Note-4 Expense list)
MORTGAGE INTEREST (1098)
unreimbursed employee expenses
UNREIMBURSED MEDICAL EXPENSES
MEDICAL INSURANCE EXPENSE
CHARITABLE DONATIONS CASH (Non-Profit Organizations)
CHARITABLE DONATIONS - (Non-Cash to Non-Profit Organizations)
STATE/LOCAL (sales tax) and PROPERTY TAXES (View - Note-3 Tax info )
STUDENT LOAN INTEREST (if you qualify)
STATE INCOME TAX (deductible on Federal tax)
BUSINESS/WORK EXPENSES (View - Note-4 Expense list)
HELPFUL 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.