TAX & BUSINESS SERVICES
"Where Everyone Counts"
Sectors We Represent
Two Tax Prep Offers for 2020
January 25, 2020
Can you claim your live-in boyfriend or girlfriend on your taxes?
October 13, 2019
Did you know that there is a Taxpayer Bill of Rights?
September 6, 2019
Student Loan Interest Deductions and other Student Loan Tax Tips
August 11, 2019
Are your Taxes Summer Ready?
June 30, 2019
How to Save on Future Quarterly Tax Payments
May 28, 2019
Are you one of the million tax filers who might be leaving money with the IRS by not filing?
May 12, 2019
Why a Power of Attorney is Sometimes Needed for Your Tax Pro
April 14, 2019
8 Things You Should Not Try to Deduct from Your Taxes
March 30, 2019
Ten Annoying Tax Debt Consequences
March 1, 2019
Tax Consultation Checklist
May 19, 2017
Mark Morton EA, MACC
Taxes can be complicated and time consuming.
To process your tax consultation correctly and quickly we have put together a checklist of suggested items.
Please note to also bring EVERYTHING THAT APPLIES to your situation.
Simple Tax return list:
Driver’s license(s) and Social Security cards for taxpayer and spouse
Dependents’ Social Security cards and Birthdates
Death Certificate, if applicable
Wage Statements – Form W-2(s)
Pension or Retirement income – Form 1099-R
Unemployment Income - Form 1099-G
If you have a copy, last year’s Federal and State Tax Returns
Self-Employed Business Income and Expenses (expenses should include all costs of running the business including mileage) – Form 1099-Misc.
Child Care Expenses & Provider Information (Name, address and Employer Identification Number for provider)
Please review the rest of this list to see if anything applies to your tax situation:
Interest and Dividend Income – Form 1099-INT/Form 1099-DIV
State Income Tax Refund Amount – Form 1099-G
Sales of Stocks or Bonds – Form 1099-B
Social Security Income - SSA-1099
Lottery or Gambling Winnings – Form W-2G
Alimony paid and received – If you paid alimony we need the recipient’s Social Security Number.
Over-The-Road-Truckers – We will need the number of days on road, location and expenses.
Income and Expenses from Rental properties
Farm Income & Expenses (including business mileage) - Form 1099-Misc.
Mortgage, Refinance or Home Equity Loan Interest Paid – Form 1098
Real Estate Taxes Paid
Personal Property Taxes paid (e.g. cars and boats)
Sales Tax Paid
Medical Expenses paid out-of-pocket (Doctors, Dentists, eye care, prescriptions, hospital, etc.) as well as mileage to/from medical facility
Cash and Noncash Charitable Donations – If non-cash charitable contributions exceed $500, we need the name, address and Federal Identification Number for the organization receiving the donation.
Sale of Residence – Closing Documents (e.g. HUD 1 Statement), Form 1099-S
Un-reimbursed Employment-Related Expenses (including mileage)
Job-Related Educational Expenses
Educator Expense – Money spent out-of-pocket as a teacher
Tuition and Education Fees – Form 1098-T
Student Loan Interest – Form 1098-E
Direct Deposit Information – If you want your refund direct deposited, please include your Routing and Account number.
Lottery or Gambling Losses
Foreign/Other Taxes Paid
Estimated tax payment amounts (1040 ES) – Please include the dates paid.
State and Local Tax Payments
IRA Contributions – Form 5498
If part-year State resident, we need the following:
Dates lived in each state
County or City where you resided in each state
School district where you resided in each state
Form 8332 or Divorce decree for noncustodial parent claiming a dependent child
Multiple Support Document – Form 2120
Sale of Business Property
Income and Expenses from Partnerships, S Corporations, Trusts, and Estates – Schedule K1
Any form that says "Do not throw away, Tax Document"
2018 tax law
Affordable Care Act
M & M Bookkeeping
POWER OF ATTORNEY
ability to pay
bill of rights
internal revenue service
multi level marketing business
new car purchase
offers in compromise
small business owner
January 2020 (1)
October 2019 (1)
September 2019 (1)
August 2019 (1)
June 2019 (1)
May 2019 (2)
April 2019 (1)
March 2019 (2)
January 2019 (1)
December 2018 (3)
November 2018 (2)
October 2018 (1)
September 2018 (2)
August 2018 (1)
June 2018 (1)
May 2018 (1)
April 2018 (1)
March 2018 (1)
February 2018 (1)
January 2018 (1)
December 2017 (1)
November 2017 (1)
October 2017 (1)
September 2017 (1)