We offer expert tax preparation for individuals and businesses. With over 30 years of local experience we can help you do your taxes correctly and to pay as little as possible!
Here’s a list of things that you should bring to your tax preparation appointment, if they apply to you. Don’t get overwhelmed, that’s what we’re here for! Just bring as many of the listed, pertinent things and we will take it from there! As tax laws change, so will this list.
Tax Preparation for Personal Information
The IRS needs to know who is filing the tax return, as well as how many people are covered on it. To make this easy, they require:
Your Social Security number
Your spouse’s Social Security number (if married)
Social Security numbers for any dependents
Tax Preparation for Income Information
The following documents will help you prepare all the income information that you need to file a federal tax return:
W-2 Forms from all employers you (and your spouse, if filing a joint return) worked for during the past tax year.
1099 Forms if you (or your spouse) completed contract work and earned more than $600.
Investment income information (including: interest income, dividend income, proceeds from the sale of bonds or stocks, and income from foreign investments).
Income from local and state tax refunds from the prior year.
Business income (accounting records for any business that you own)
Unemployment income
Rental property income
Social Security benefits
Miscellaneous income (including: jury duty, lottery and gambling winnings, Form 1099-MISC for prizes and awards, and Form 1099-MSA for distributions from medical savings accounts)
Tax Preparation for Income Adjustments
The following adjustments can help reduce how much you owe in taxes, and in turn, increase your chance of receiving a tax refund:
Homebuyer tax credit
Green energy credits
IRA contributions
Mortgage interest
Student loan interest
Medical Savings Account (MSA) contributions
Self-employed health insurance
Moving expenses
Tax Preparation for Credits and Deductions
There are many tax credits and tax deductions for various expenses, which are designed to help lower the amount of tax that an individual has to pay:
Education costs
Childcare costs
Adoption costs
Charitable contributions/donations
Casualty and theft losses
Qualified business expenses
Medical expenses
Job and moving expenses
Tax Preparation for Direct Deposit
Are you interested in having your tax refund directly deposited into your bank account? If so, you will need to provide two things: