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Many people and small businesses need help navigating the complex Federal and State tax laws and regulations to minimize their tax liability.

We help you prepare Federal and ALL States:

  • Personal Tax Returns (Form 1040)
  • Business Tax Returns
    • Sole Proprietors (Form 1040 Schedule C)
    • S-Corporations (Form 1120)
    • Partnerships (Form 1065)

 

What to Bring to Your Tax Appointment

The documents and information listed below will assist us in preparing your taxes accurately and timely fashion. If you’re not sure about a specific document please include the document to be safe. Depending on your specific tax situation, not all documents will be applicable, and other documents or information will be required to complete your return.

Personal and Family Information
We will need the name, address, social security number and date of birth for yourself, spouse and dependents. Please bring your valid identification and social security card(s) for everyone.

If you have dependent care please bring the name, address, tax ID and social security number of the sitter or facility.

If due a refund, and you wish to have it direct deposited to your bank account, we will need your bank account and routing number or a voided check.

Income Documents
W-2 Statements
End of year paycheck stub
Unemployment Statement
Interest/Dividend Statements
State Income Taxes Refunds
Social Security Income
Pension/Annuity/Stock or Bond Sales
Gambling and Lottery Winnings and Losses/Prizes/Bonus
Alimony Income (Note child support is not taxable or deductible)
Rental Income
Self-Employment Income
Tips Income
Foreign Income
Contract/Partnership/Trust/Estate Income
IRA or Pension distributions

Expense Documents
Dependent Care Costs
Education and Tuition Costs
Education Materials Purchased (if teacher)
Medical and Dental Expenses
Mortgage Interest Statement (Including Home Equity Loan Interest & Mortgage Insurance Costs)
Job Related Expenses (Tools, Uniforms, etc.)
Unreimbursed Employee Expenses
Gambling/Lottery Expenses
Tax Return Preparation Expenses
Investment Expenses
Real Estate Taxes
Estimated Tax Payments to Federal and State Government and Dates Paid
Home and Vehicle Property Taxes
Charitable Contributions, includes Cash and Non-Cash
IRA Contributions/Retirement Contributions
Vehicle Purchase
Home Purchase – Closing or refinancing papers if completed during tax year.
Did purchase qualify for Residential Energy Credit?
Moving Expenses