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Tax Services for Individuals

Individual tax preparation and planning (form 1040)

Preparing your own income tax return can be a task that leaves you with more questions than answers.

According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program, there’s no substitute for the assistance of an experienced tax professional.


Tax Preparation Checklist

// STEP 1

Gather your documents.

  • Driver’s License and Social Security Card for all adults in your household.

  • W-2s for each job held for each person in the household, this form reports your name, wages, and other tax information to the IRS.

  • 1099s showing other income (unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, contract work) that is reported to the IRS.

  • 1098s showing payments you’ve made (school loans, property tax).

  • Income/interest statements received for any savings account/investments.

  • Bank account numbers: a voided check or your bank or credit union’s routing number and savings or checking account number for your refund to be deposited automatically into your account through direct deposit.

  • Last year’s tax return (if you have it).

// STEP 2

Collect information for everyone in your household.

  • Social Security cards all dependents (including children and elderly relatives for whom you provide care).

  • Date of birth and relationship (son, daughter, mother, etc.).

  • Current address (it may be different from the address on your employment records).

// STEP 3

Gather additional items to get a larger refund.

  • Childcare expenses: name, address, Tax ID or Social Security Number of the child care provider.

  • Business expenses and assets: if you’re self-employed or have a small business

  • College: loans and/or scholarships received, and bills for technical/community college or university (Forms 1098-T/1098-E).

  • Educator expenses for teaching grades K-12 (school supplies and materials used in the classroom).

  • Charitable donations: list of contributions and amounts, receipts for contributions over $250.

  • Vehicles: vehicle sales tax, personal property tax statement for each car you own, total miles driven for the year and/or total miles driven for business.

  • Homeowners: mortgage interest statement (Form 1098), real estate taxes paid.

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