• "Open by appt. only,
  • please call to schedule."
  • What To Bring

    Here’s what to bring:

    • All of your W-2’s
    • 1099’s (miscellaneous income, social security, annuities)
    • Interest paid to banks, and mortgage companies
    • Interest earned from banks
    • Stock and dividend information from stock brokers
    • Partnership K-1’s
    • New client please bring LAST YEAR’S FILED RETURN
    • Bring anything you have that may be work or tax related
    • Please fill out the Client Engagement Letter, AND the additional New Client form.
    • If anyone on the return was issued a form 1095A, B, or C from the Market Place, i.e. Affordable Healthcare, you MUST bring this to complete your return.
    • If we are filing your dependents return you must be certain that: 1. They did NOT file their own return claiming themselves as a dependent. 2. No one else has claimed them as a dependent. FAILURE TO DO THIS CAN BE VERY COSTLY TO YOU, THE TAXPAYER!

    What you need for your home office:

    • Mortgage interest, or rent
    • All utilities paid
    • Homeowners, or renters insurance
    • Dimensions of home and area used EXCLUSIVELY for business.
    • Information in regards to what was spent for supplies, equipment. Please contact us with any questions in regards to this.

    Auto, this applies to business travel Jan. 1 – Dec. 31. (odometer reading)

    • Insurance
    • BMV papers
    • Repairs
    • AAA
    • Auto lease
    • Travel log. Where, when, who, and how many miles?

    Other things you’ll need to get together:

    • Charitable contributions, cash and non-cash receipts
    • Medical insurance premiums
    • Moving expenses (anything over 50 miles)
    • Out of pocket medical expenses

    Did you pay rent for a home or apartment???

    • Who did you pay?
    • How much per month?
    • How many months?

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