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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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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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
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