A: You will need to bring all the relevant tax documents that will be needed to complete your tax return. These could include, but may not be limited to:

* W-2's * Childcare records
* 1099-B's * Medical Expense records
* 1099-DIV's * Mortgage/Closing documents
* 1099-G's * Home Improvement documents
*1099-INT's * Proof of Charitable Contributions
*1099-MISC's * Receipts for Non-Reimbursed Business Expenses
*1099-R's * Self-Employment Income/Expense records

You should also bring your previous two years tax returns so that the preparer can see how you have filed your returns in the past.

Tax Tips Small Business

  • Employers of Tipped Employees Allowed a Tax Credit

    Are you getting the credit you deserve?

    If you are an employer in the food and beverage industry, you may be entitled to a tax credit for the social security and Medicare taxes you pay on your employees' tip income. You must meet both of the following requirements to qualify for the credit:

    Read more ...

Small Business Quick Tip

  • DOT Hours of Service

    Truck drivers and other employees who are subject to the Department of Transportation's "hours of service" rules are allowed to deduct 80 percent of their meals in 2016. In lieu of using actual expenses for meals and incidental expenses, you can deduct the federal rate of $63 per day.
Monday, 18th March 2019
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Tax Tips Personal

  • Giving to Charity

    New rules require diligent recordkeeping
    Keeping the receipts from your charitable contributions just became more of a priority. Starting January 2007, you will not be allowed to deduct charitable contributions of any amount unless you have the proof. What does this mean for you? Starting in 2007,

    Read more ...

Personal Quick Tip

  • Sales Tax Deduction

    The optional sales tax deduction has been extended for the 2016 tax year. This means you can elect to deduct your state sales tax in lieu of your state income tax when you itemize deductions.