TAXES SERVICES

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As a Certified Tax Preparer, I am ethically bound to help you get your taxes done right and pay the least amount of taxes.

Need Help? These Tips Will Get You Through the Tax Season!

Individual Tax Preparation

Do you have the required documents?

Here's a checklist to help you determine what you need to bring with you

Personal Information

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SSN Card
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Birth Certificate
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Valid Driver's License or State Identification
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Direct Deposit Information for your refund
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Last year's Tax Return

Income Information

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W2s
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1099 Self-employment Income Records
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Unemployment Form 1099-G
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Rental Income

Expenses

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Charitable Contribution
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Medical Expenses
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Retirement Information 1099-R
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Debt Cancelations
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Lottery Winnings
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Capital Gains or Losses
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Student Information 1098-T Form
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Interest Information 1099-B
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1099-Div
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1099-Int
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1098 Mortgage Interest Statement
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State Taxes
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Local Taxes ( Personal, Real State or Vehicle Taxes Paid)
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Sales Taxes
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Educational Expenses
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All 1099
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Receipt or Summary of Expenses

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Business Tax Preparation

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Business Information
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EIN Number
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Entity Information
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Income
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Taxes Paid
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Cost of Goods Sold (if Applicable)
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Expenses
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Wages paid to employees
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Other Expenses
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Any other information pertaining the business
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A copy of previous year's tax return
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Prior year financial statements
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Any and all 1099 for the current year
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Receipt or Summary of Expenses

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