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/
Now scheduling appointments for tax year 2023. Call or email soon to get your preferred time.
THE LAST DAY TO DROP OFF YOUR TAXES IS APRIL 1, 2024
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 | ||||||||