red shoe
Mary the Tax
Professional, Experienced Tax Preparation and Bookkeeping Services
Mary Lloyd-Jones, Enrolled Agent
608-588-9000
MaryTheTax@gmail.com
Spring Green, WI
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Tax Preparation

Contents

  • What's next? How this works.
  • What should I bring?
  • Privacy Policy
  •  

    What's Next?

    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.  


    Option 1 Option 2 Option 3
    Drop off your information, answer a few questions, leave me a phone number or e-mail address so I can ask more questions.  I’ll contact you when I’m done.
    Sit down with me for an hour (more or less) and we’ll finish the return while you wait (assuming you have all your information - see "What should I bring?"). Something in between.  
    I’ll want to talk with you for at least a few minutes to ask questions, explain options, etc.  I’ll want to go over your return with you when I’m done to make sure you understand what’s on it and to answer any questions you might have.

    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?


    Income:

    W-2s, 1099s, K-1s

    Rental income, farm income

    Retirement income, Social Security benefits

    Jury duty, gambling, hobby, alimony, etc.


    Expenses:


    Mortgage interest, property tax

    Medical expenses

    Charitable contributions

    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)

    Education expenses

    Work-related expenses (dues, uniforms, travel, etc.)

    Job search expenses (resumes, travel, etc.)

    IRA contributions


    Other:


    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!


    Privacy Policy

    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.