Tax Preparation provided by appointment only.

Taxes prepared by a licensed professional.

****Business Taxes coming soon Corporation (S), LLC’s, Non-profit 2017****

Refund Reveal

1)Explains the changes in your refund amount so you always know you are getting the maximum refund.

2)Self-Employment Income
(Schedule C)

We will help you report your self-employment income and expenses from businesses you own or from self-employment work, such as
freelancing or contracting.

3)Rental Property (Schedule E)

We will provide guidance for reporting royalties or income and expenses from
real estate you own and rent to others.

Cost Basis

We provide advanced tax calculators to help you determine the cost basis of your home sale, dividend, gift and inheritance assets.

 

Start a folder or envelope for next years’ annual tax records(paycheck stubs and receipts for items you plan to claim as a deduction) in one place. Billing statements not required for tax filing purposes can be shredded generally once you reconcile payment with your next statement. However, you may opt to shred once a year.

Keep These Documents:

At Home	When to toss them
Bank deposit slips	After you reconcile statements.
Banking statements	After a calendar year, store with tax return if used to prove deductions.
Brokerage, 401(k), IRA, and other investment statements	Shred monthly and quarterly statements as new ones arrive; keep annual statements until you sell the investments.
Credit-card bills	After you check and pay them, unless needed to support tax filings.
Employer defined-benefit plan communications	Never
Household warranties and receipts	After you no longer own the items.
Insurance policies	After you renew them.
Pay stubs	After you reconcile them with your W-2.
Receipts	After you reconcile them with your credit card or bank statement unless needed for a warranty.
Safe-deposit box inventory	Never, but review and update annually.
Social Security statements	When you get a new one, then shred the old one.
Tax returns and supporting documents	After seven years.
Investment purchase confirmations and 1099s	Hold until you sell the securities, then keep with tax records for an additional seven years