Perhaps you have become unsatisfied with your current accounting services. Things just aren’t getting done on time or you feel you are paying too much for the services provided. Maybe you or someone on your staff have done all the accounting but now you’ve grown to the point where it would make more sense to let a professional handle the task. That way your time will be freed up to focus on expanding your business. Whatever your situation we are here to help.

WE ARE CURRENTLY SCHEDULING NEW AND RETURNING CLIENTS TO HAVE THEIR 2009 TAXES DONE. PLEASE CALL AND MAKE YOUR APPOINTMENT TODAY.

What should I bring for my tax appointment?

LAST YEAR'S TAX RETURN
W-2'S FROM ALL EMPLOYERS
INTEREST & DIVIDEND INCOME
MORTGAGE INTEREST STATEMENT
PROPERTY TAXES
-These might be listed on your Mortgage statement if paid through an escrow account. Up to $1000 of property taxes are now deductible even if you don't itemize your deductions. Otherwise they are fully deductible.
CONTRIBUTIONS/DONATIONS LISTING
ANY EXPENSES AS AN EMPLOYEE?
-Unreimbursed Mileage, Travel Costs, Union Dues, etc.
MEDICAL EXPENSES (IF VERY SIGNIFICANT)
COST OF LICENSE PLATES
DAY CARE EXPENSES
-Name, Address, Social Security Number of Provider and amount paid
TUITION EXPENSE
STUDENT LOAN INTEREST
STOCK SALES
-Need the cost basis of stock if not listed on the form
If self-employed we would need a summary of revenues and expenses
plus mileage, equipment purchases, etc.