OUR VALUES

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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PROFESSIONALISM

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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RESPONSIVENESS

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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Tax Preparation Checklist:

Personal Data: 

  • Last years tax return (if you are new)
  • Social security numbers (if you are new actual cards for the family)
  • Dates of birth for the family
  • Child care provider name, address and tax ID number
  • Alimony paid and social security number

Employment & Income Data:

  • W-2 Forms for this year
  • Unemployment compensation form 1099-G
  • Miscellaneous income form 1099-Misc
  • Partnership, S Corp and Trust income Schedule K1
  • Pensions and annuities form 1099-R
  • Social Security benefits form RRB-1099
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • State refunds form 1099-G
  • Student loan interest paid

Financial Assets:

  • Interest income statements form 1099-Int and 1099 OID
  • Dividend income statements form 1099-Div
  • Early withdrawal penalties on CD?s or other time deposits
  • Proceeds from broker transactions form 1099-B
  • Retirement plan distributions form 1099-R

Homeowner Data:

  • Mortgage interest statement form 1098
  • Second mortgage interest statement for 1098
  • Refinancing paper work
  • Real estate taxes paid
  • Sale of home or other real estate papers form 1099-S
  • Purchase of home real estate papers
  • Moving expenses

Other Expenses:

  • Gifts to charity written statement form each
  • Unreimbursed expenses related to volunteer work
  • Unreimbursed expenses related to you job (example, travel expenses, uniforms, union dues and subscriptions)
  • Investment expenses
  • Job hunting expenses
  • Job related education expenses
  • Childcare expenses
  • Medical savings accounts
  • Adoption expenses
  • Alimony paid
  • Tax return preparation fees and expenses
  • Gaming expenses if you were a winner
  • Personal property taxes paid
  • Medical expense documents
  • Federal, state estimated income taxes paid vouchers, cancelled checks or other payment records.

Self-Employment business data:

  • Business Income form 1099-Misc and or your own records
  • Business-related expenses receipts or other documents.
  • Business vehicle expenses records