What You’ll Need

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 January 1, 2025. Here is the link to make the filing:
https://boiefiling.fincen.gov/

Update: This requirement is currently on hold. Check the above link for current information. It may be required soon.

Now scheduling appointments for tax year 2024. Call or email soon to get your preferred time.

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 SOLDĀ  A HOUSE IF YOU HAVE INSURANCE THROUGH HEALTHCARE.GOV BRING YOUR 1095-ACONTRIBUTIONS/DONATIONS LISTINGĀ 
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