Tax time can be hectic and stressful! We are committed to helping you during this time by guiding you through this annual process. We’ll start with a list of items frequently missed. Make sure you check it against your list.

√ Employer Reimbursement
√ Child Care Expenses
√ Special Accounts
√ Social Security Benefit
√ Sale of Propert
√ Student Loans
√ College Tuition

GOT IT ALL!!

Here’s a list of items frequently missed.  Check it against your list.

• Refinances.  We need to see the settlement statement.
• Child Care Expenses.  We need full name, address, and telephone and I.D. number of care providers.
• Estimated Tax Payments. Find the date and amount for each payment made.
• Sale of Property.  The most important thing is the settlement statement or HUD—1.
• Student Loans.  Form 1098-E reports interest.  We need this plus information about the type of loan.
• College Tuition.  Form 1098-T list college tuition paid.  This information can be found on the school’s website, under your personal account.
• Sale of Stock.  Form 1099-B shows sale price. We need data on the original purchase.
• Employer Reimbursement.  If your employer reimburses any of your expenses we need records to ensure we claim only the excess.
• Partnership Information. Schedule K-1 from partnerships and LLC’s always seem to arrive late.  Don’t worry.  Let’s do the rest of your return, and be ready to go when the K-1 arrive.
• Social Security Benefits.  Find the form 1099-SSA.  We need to declare the  gross amount you were paid, not your net monthly benefit.
• Special Accounts.  Do you contribute to an IRA, Roth IRA, or Health Savings Account?  These and others can cut your taxes.
• Complex Transactions.  Please call early if you have an unusual or difficult transaction.  Foreclosures, sales or exchanges of real estate, casualties, and such can take a lot of extra work.

ADDITIONAL HELP