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Taxes and Bookkeeping Done With A Confident Touch

TAX DOCUMENTS NEEDED:             

-CHANGE OF ADDRESS - Have you changed your address

-CHANGE BANK - Be sure to update banking for direct deposit

-DEPENDENTS: Any new additions?


INCOME:


-W2

-1099R, 1099MISC, Interest, Dividends, Capital Gains/Losses


DEDUCTIONS:


-MORTGAGE INT. AND PROPERTY TAXES ON MAIN RESIDENCE

-CONTRIBUTIONS CASH AND NON CASH, VOLUNTEER MILES

-MEDICAL EXPENSES AND MILEAGE

-YEAR END BROKERAGE STATEMENTS

-INTEREST EARNED

-DIVIDENDS RECEIVED

-BASIS ON STOCK SOLD

-BUSINESS K-1, IF APPLICABLE

-RENTAL INCOME AND EXPENSES

-CASUALTY LOSE OR THEFTS

-LARGE PURCHASES (sales tax)

-MSA HSA and LONG TERM INS.

-PROOF OF MEDICAL INS - FORM 1095A OR B

-EDUCATION EXPENSES, INCLUDING INTERNET & CERTAIN SUPPLIES, FORM 1098T FROM THE COLLEGE

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