The upload section of the website is undergoing some maintenance and will be down for the rest of the season. Sorry for the inconvenience.-Posted March 9, 2025.
Important info:There is a new requirement for all owners of LLC’s and corporations to declare their ownership of such. Its called a Beneficial Ownership Report (BOIR). This has to be done by March 21, 2025. Here is the link to make the filing:
https://boiefiling.fincen.gov/
THE LAST DAY TO DROP OFF YOUR TAXES IS MARCH 31, 2025. IF YOU DROP OFF BETWEEN APRIL 1 AND APRIL 15 AN EXTENSION WILL BE FILED ON YOUR BEHALF AND THE RETURNS WILL BE DONE IN THE ORDER THEY ARE RECEIVED.
What should I bring for my tax appointment?
LAST YEAR’S TAX RETURN | ||||||||
W-2’S FROM ALL EMPLOYERSCOPY OF ALL 1099’S RECEIVED1099 FROM THE STATE IF YOU RECEIVED UNEMPLOYMENT BENEFITS | ||||||||
INTEREST & DIVIDEND INCOME | ||||||||
MORTGAGE INTEREST STATEMENT | ||||||||
PROPERTY TAXES | ||||||||
-These might be listed on your Mortgage statement if paid through an escrow account. | ||||||||
CLOSING PAPERS IF YOU BOUGHT OR SOLD A HOUSE IF YOU HAVE INSURANCE THROUGH HEALTHCARE.GOV BRING YOUR 1095-ACONTRIBUTIONS/DONATIONS LISTING | ||||||||
MEDICAL EXPENSES (IF VERY SIGNIFICANT. MEDICAL EXPENSES HAVE TO EXCEED 7.5% OF YOUR HOUSEHOLD INCOME BEFORE THEY START COUNTING TOWARDS YOUR ITEMIZED DEDUCTIONS)IF YOU HAD A HEALTH SAVINGS ACCOUNT BRING FORM 1099-SA | ||||||||
COST OF LICENSE PLATES | ||||||||
DAY CARE EXPENSES | ||||||||
-Name, Address, Tax ID number of Provider and amount paid | ||||||||
TUITION EXPENSE | -Form 1098-T | |||||||
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 |