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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