Make your organization for tax season less stressful!
In preparation for the new tax season and to assist you in your organization in addition to your tax documents you will need a few other items as detailed below, returning clients will have personalized tax organizers available to them. If you don't have a printer, please contact the office to have it mailed to you. Personal taxes can be scary or intimidating but they don’t have to be, we are here to help.
There are many life changing events that will affect your tax return:
- Change in marital status
- New job/ change in job
- Unemployment
- New baby
- Dependent child no longer a dependent
- Retirement
- Large amount of capital gains
- Bought/ Sold house
- Cancelled debt resulting in a 1099c
- Taking money out of a retirement account before the age of 59 ½
- Gambling losses / gambling winnings
- Inheritance
- Bought an electric car
- Encountered large repairs/replacement of potential energy saving items for your home.
- And many more
If any of these or other life-changing events happen, please let us know so we can plan additional time and or advise you of additional documentation to provide.
For returning clients:
- Sign and date the engagement letter
- Complete the billing policy form using either bank account or credit card information.
- A copy of your current driver’s license or state ID for security and identity purposes
- Tax organizer –
- Complete the first page to confirm the demographics such as name, addresses, email addresses and telephone numbers.
- Complete the questions page, on page 4 of the organizer, including your bank information for any refunds to be directly deposited.
- Gather all tax documents for tax preparation, anything reporting a taxable event such as:
- W-2’s
- 1099’s of any kind
- mortgage interest statements
- Real estate taxes paid during the tax year
- Charity deductions (only to 501c3 organizations) both cash and non-cash itemized by charity.
- Business income and expenses for all rental properties, sole proprietors etc.
- Please do NOT send or deliver to me bank statements, if anything is a taxable event you will be issued a 1099 for reporting purposes.
For new clients:
Same as above but will also need the last 2 years of tax returns you have filed in addition.
See links below for the engagement letter and the billing policy:
Same as above but will also need the last 2 years of tax returns you have filed in addition.
See links below for the engagement letter and the billing policy:
Client Portal