Preparing for Tax Day
Use these tips to help you prepare for your appointment
What should you do to prepare for your appointment?
| Required documents to keep on file: |
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| Social Security Cards |
| Proof of Residence for dependents claiming EIC |
| Copies of Drivers License or State IDs |
| Income documents: |
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| Income from jobs: forms W-2 for you and your spouse |
| Investment income—various forms 1099 (-INT, -DIV, -B, etc.), K-1s, stock option information |
| Income from state and local income tax refunds and/or unemployment: forms 1099-G |
| Taxable alimony received |
| Business or farming income—profit/loss statement, capital equipment information |
| If you use your home for business—home size, office size, home expenses, office expenses |
| IRA/pension distributions—forms 1099-R, 8606 |
| Rental property income/expense—profit/Loss statement, rental property suspended loss information |
| Social Security benefits—forms SSA-1099 |
| Income from sales of property—original cost and cost of improvements, escrow closing statement, cancelled debt information (form 1099-C) |
| Prior year installment sale information—forms 6252, principal and Interest collected during the year, SSN and address of payer |
| Other miscellaneous income—jury duty, gambling winnings, Medical Savings Account (MSA), scholarships, etc. |
How can I check on my tax refunds? Tax Related Web-sites/phone numbers: IRS www.irs.gov IRS Get Refund Status IRS Inquiry Phone: (800) 829-1040
FAQ
What do you need to file taxes?
Every taxpayer’s situation is unique, and thus it is impossible to list all the items one must bring in for a tax appointment for every type of tax situation. When in doubt, bring the item in question to your tax appointment.
Do I need a tax appointment?
We would like to sit down and talk with you. The interview process may take from 30 minutes to 1 hour depending on your sources of income and deductions.
What do I do if a financial institution requests my tax information?
If you need us to send your W-2 forms or tax return(s) to someone else, i.e. a bank, financial advisor, etc., please call our office so we can have you sign the disclosure form. This applies to any type of communication with anyone other than you. You can find the Disclosure/Consent form on our website under Miscellaneous Forms.
Why should I choose you over your competitors?
Applied Bookkeeping & Tax Services are a team of talented bookkeepers and tax professionals with good work ethics, proactive attitude and strong client focus. We will always give that little bit extra personal care to put a smile on your face. We are confident that you will be delighted for choosing our bookkeeping & tax preparation service.
How do you guarantee my data security?
We have implemented very detailed and elaborate measures for your data protection, privacy and confidentiality. All our systems and servers are protected by bank level systems and firewalls. Our fool proof measures ensure 100% data security.
What do I do if there is bad weather or I want to change my appointment?
When we setup your appointment our scheduling system sends you an appointment confirmation email, within that email there are two options to either reschedule or cancel your appointment. Alternatively, you can call our office so we can either reschedule your appointment or come up with a different arrangement that will serve your needs. If you are concerned you may not be able to keep your tax appointment due to bad weather or sickness (or you just want to be in the comfort of your home), please call our office and drop off all your tax information before the day and time of your appointment. If you drop off your tax information before your appointment, we will be able to work on your tax return during the originally scheduled time. You can also reference the Instructions for Drop Offs checklist which you will find on our website.
How can I pay for my tax return?
We can take just about anything except foreign currency! Seriously though, we can accept the following forms of payment:
- Cash
- Checks
- Credit Cards
- Debit Cards
What if I don’t have the money to pay for my return upfront?
We try to make our fees as reasonable as possible, but we understand when times are tough. We give our clients the option to have your fees taken out of your refund automatically for a small fee . You can then have your refund put on a Visa prepaid debit card to spend anywhere that accepts Visa. This is yet another convenience factor we offer our clients!
| Other tax documents: |
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| IRA contributions |
| Energy credits |
| Student loan interest |
| Medical Savings Account (MSA) contributions |
| Moving expenses (for tax years prior to 2018 only) |
| Self-employed health insurance payments |
| Keogh, SEP, SIMPLE and other self-employed pension plans |
| Alimony paid that is tax dedcutible |
| Educator expenses |
| State and local income taxes paid |
| Real estate taxes paid |
| Personal property taxes—vehicle license fee based on value |
| Estimated tax payment made during the year, prior year refund applied to current year, and any amount paid with an extension to file. |
| Direct deposit information—routing and account numbers |
| Foreign bank account information—location, name of bank, account number, peak value of account during the year |
| Tax deduction documents: |
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| Advance Child Tax Credit payment |
| Child care costs—provider’s name, address, tax id, and amount paid |
| Education costs—forms 1098-T, education expenses |
| Adoption costs—SSN of child, legal, medical, and transportation costs |
| Home mortgage interest and points you paid—Forms 1098 |
| Investment interest expense |
| Charitable donations—cash amounts and value of donated property, miles driven, and out-of-pocket expenses |
| Casualty and theft losses—amount of damage, insurance reimbursements |
| Other miscellaneous tax deductions—union dues, unreimbursed employee expenses (uniforms, supplies, seminars, continuing education, publications, travel, etc.) (for tax years prior to 2018 only) |
| Medical and dental expenses |
Download Tax Preparation & Other Checklists
Before your appointment for Tax preparation, bookkeeping, entity formation or payroll please download the Checklist and bring everything that apply to your appointment.
What our client say about us…
Best staff that know how to care for consumers and know how to get their job done properly.
Would give 6 star if I could. Kind, courteous and most professional from the moment we walked in.
I’ve visited applied office today … Their services are amazing.
This accountant was very thorough and took time explain why he needed certain documents as well as completely redoing all of our paperwork due to a 220.0O omission on my part
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