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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