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What information will I need to bring to your office to have my Tax Return(s) prepared?
We will need all of your tax related documents you should receive in January for the prior year's taxes including W-2's, 1099's, 1098 Mortgage interest statements, receipts for real estate taxes paid, K-1s from business or trust income sources, receipts for large purchases (i.e. cars, boats, etc.) to document sales tax, and receipts/records for medical expenses, gifts to charity and other itemized deductions. It's also important to bring the HUD Settlement statement from any real estate transactions from each year. This is a general list, for a complete tax planner with a detailed outline of items needed, please contact our office and we can email it to you or send it out via regular mail.
If you are self-employed, you will need a record of all of your income and business related expenses. Contact our office if you need assistance preparing your records.
If we haven't prepared your tax returns previously, it will be important to bring your previous two (2) years' tax returns.
If you are self-employed, you will need a record of all of your income and business related expenses. Contact our office if you need assistance preparing your records.
If we haven't prepared your tax returns previously, it will be important to bring your previous two (2) years' tax returns.
December 16, 2010, 12:10 pm