Call or email to set up an appointment or just stop in (see Office Hours).
You have various options when getting your taxes prepared, depending on how closely you want to work with me.
I’m flexible and will do what I can to work with your schedule and with how much you want to be involved in the process.
What should I bring?
W-2s, 1099s, K-1s
Rental income, farm income
Retirement income, Social Security benefits
Jury duty, gambling, hobby, alimony, etc.
Mortgage interest, property tax
Expenses related to the rental or other income above
Purchase date and cost of any stock or other property you sold
Child care expense (and provider information)
Work-related expenses (dues, uniforms, travel, etc.)
Job search expenses (resumes, travel, etc.)
A copy of last year’s tax return and how much you paid for it
Social security numbers and birthdates for everyone on your tax return (spouse, parents, children, etc.)
Anything that says “Important Tax Information”
How much you received for the Federal Tax Rebate and State refund
How much you paid in additional taxes (balance due or estimated payments)
Did you lose anything in the floods? There are lots of provisions for disaster relief this year so let’s talk!
Unless authorized by law, I cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.
I do not fax your information to anyone else, inside or out of the country, to prepare your tax return. I do not discuss your information or situation with anyone else.
Living in a small town it’s important to know that your information is confidential and secure.