It’s Tax Time Again
It’s Tax Time Again!
The 2013 Tax Season is upon us and we are eager to get your tax return prepared. Please give us a call today to schedule your appointment (telephone number).
What to bring to your appointment:
W-2’s, 1099’s, etc.
Social Security Card & Valid Picture ID
1098 Mortgage Interest
Property Tax Statement
Dependent Social Security Card & Date of Birth
Childcare provider – Name, Address, EIN, Phone #
Education Expenses
Vehicle Registration
Investment/Retirement Statements
Charitable Donations, complete listing of non-cash items and value and condition, the charity to whom given and their name and address
Medical Expenses, including insurance paid
Casualty losses, description including date, type of event and property lost with documentation
Other income including but not limited to:
Rental Real Estate
Sales of stocks and bonds as well as mutual funds, with information about purchase date and price as well as sales date and amount of sale
Seller financed mortgage interest received
IRA withdrawals
Social Security Statements
Sale of property or other assets
Other deductions including but not limited to:
Alimony paid
Student loan interest
Contributions to IRA
Your organization of complete tax information will enable us to file a complete and accurate tax return on your behalf.
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