1. How can I organize my tax information for our year-end tax appointment? |
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We have a tax organizer available for you. |
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Call or e-mail us and we will send you a copy. |
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The organizer show last year's data and provides room to enter this year's data. |
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Use it to help organize your tax records & all complex tax returns. |
2. What do I need for you to prepare my personal income tax returns? |
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New clients need copies of last year's Federal & State Income Tax Returns.
(I already have copies of returns for clients of the previous year) |
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All documents & mail marked "Important Tax Information." |
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Social Security Cards for all new family members |
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Receipts for charitable contributions $250 or more to any single organization |
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Year-end broker's statements for sold investments during the year(Cost basis
information - date(s) of purchase(s) & cost(s) - if year-end statement does not
show gain or loss on sold investments) |
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Home Mortgage interest & Year-end Mortgage statement |
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Property Taxes
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Use Tax Organizer For All Complex Tax Returns |
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