You only do it once a year, so it can be difficult to remember what documents are needed. If I’m your tax preparer, start with this one 2016 Client Tax Questionnaire Client Tax Questionnaire, and provide a copy of your social security card and your state issued identification. Next, do the following: FIRST – — Verify the […]
I keep hearing this crazy notion of one spouse claiming the other spouse as a dependent. What’s most disturbing is that I’m hearing tax preparers state this absurdity, sending their clients on wild goose chases to gather sufficient documentation as proof that their spouse has no gross income so they can claim the spouse as […]
Hello Clients! This year’s tax deadline is April 17th and that’s just 12 days away. If you’ would like your income taxes prepared and/or finalized by this deadline please get your information to me by April 13th. You can send your information via fax, email, or mail. You may also make an appointment to meet […]
In this tough economy we see millions of degreed adults unable to find work. As a result, many have returned home to live with family, gone back to school to learn a new skill, and are most likely receiving some kind of government benefit such as unemployment insurance payments and/or cash aide (welfare, food stamps). […]
Wondering if you HAVE TO file taxes this year? Take a look at the chart below. Find your tax filing status and then cross reference it with the income you received from all sources in 2011. These figures only apply to people who are NOT being claimed as someone’s dependent. Read my blog “Should She […]
Have all my fellow business owners got their 1099-misc forms done? Time is winding up. Your form 1099-misc and corresponding form 1096 needs to be post marked by 1/31/2012! This is a heads-up. Let me know if you need help!