Income Items
- Wage or Earnings statements from your employer, Form W-2's.
- Investment and Interest Income, Form 1099-B, 1099-DIV and 1099-INT,
- Income from state resources - unemployment income, state tax refunds, Form
1099-G.
- Distributions from Cooperatives, Form 1099-PATR
- Pension and Retirement Income, Form 1099-R
- Proceeds from Real Estate Transactions, Form 1099-S
- Other Income Form, 1099-MISC.
- Alimony received.
- Information from business or self employment income.
- Rental income and expense information.
- Farm income and expenses income information.
- Partnership Income, Schedule K-1
Adjustments from Gross Income
- Student Loan Interest Paid, Form 1098-E
- Tuition Payments for above the line tuition deduction, Form 1098-T
- Individual Retirement Account Contributions can still make contributions for 2007 up until April 15th 2008.
- SEP, SIMPLE, KEOGH retirement account contributions.
- Alimony paid.
- Educator expenses for the classroom.
Itemized Deductions
- Home mortage interest, Form 1098
- Real estate tax bills.
- Personal property tax bills.
- Sales tax receipts on large ticket items like cars, boats, rv's, etc.
- Charitable cash contributions.
- Donations of property to charities.
- Medical and dental expenses.
Tax Credits
- Quarterly estimated tax payments.
TAX RETURN PREPARATION FEES:
- Fees for doing your return are based upon a number of different factors. Please do not call us for a price quote. However, before going somewhere else or even buying software to do it yourself stop by our office. We will give you a no obligation estimate of how much you will be charged if we do your return. You may be surprised that we are in line with what you paid last year. Furthermore, usually for only a few dollars more than purchasing your own tax software you can have professional help in getting your return done.