Tax Preparation

Thinking about taxes, preparing for tax time, and juggling all the receipts and statements are enough to drive anyone crazy! We would like to help you to be prepared. After all, you work hard for your money and deserve someone to work hard for you so that you don’t leave money laying on the table with the government and NOT with you.

The following is a list of items to consider when having your tax return prepared:

All Income

Wage Statements – Form W-2
Lottery or Gambling Winnings – Form W-2G
Pension or Retirement Income – Form 1099-R
Interest and Dividend Income – Form 1099-INT/Form 1099-DIV
Unemployment Income – Form 1099-G
State Income Tax Refund Amount – Form 1099-G
Miscellaneous Income – Form 1099-MISC
Self-Employment Income (Non-Employee Compensation) - Form 1099-NEC
Commissions Received/Paid Sales of Stocks or Bonds – Form 1099-B
Social Security Income – Form SSA-1099

Any other income from:

Self-Employment
Farm
Rental Property
Partnerships, S Corporations, Trusts, and Estates – Schedule K-1

Potential Deductions

Medical, Eye Care, and Dental Expenses
Cash and Non-cash Charitable Donations
Mortgage or Home Equity Loan Interest Paid – Form 1098
Real Estate and Personal Property Taxes Paid
Lottery or Gambling Losses

Expenses from Self-Employment

Self-Employment Business
Farm Expenses
Rental Property Expenses

Other Potential Adjustments or Credits

Marketplace Health Insurance Statement - Form 1095-A
Child Care Expenses & Child Care Provider Annual Statement
IRA Contributions
Health Savings Account (HSA) Distributions - 1099-SA
Record of Purchase or Sale of Residence (Closing Disclosure Statement)
Educator Expenses

On-Time Filing Deadline – April 17th, 2023

WARNING: Only claim deductions you can prove!

Keep Receipts
Have Your Bank and Credit Card Statements in Order
Don’t Claim Anything Your Don’t Have Record Of