ALL TAXES INFORMATION MUST BE SHIPPED, MAILED, OR DELIVERED. The contents of the tax information sent must include applicable supportive documents. If you are missing something I will verify with you before finishing. If we cannot support this will not be included in your tax return. The list following is not an all inclusive list it is just a help list for you to use. Check last years return or send me a copy and I will check to see if you are missing any items. If you have changes please note those as well from last year. Complete names,including middle initial of all individuals being claimed on the tax return--dates of birth of each person--social security number of each person--can be claimed as dependent of someone else--total number being claimed on tax return--if you or your spouse was legally blind--relationship of each dependent--if you were a resident in more than one state during the year and months when changed--best contact number--occupations of those filing return--marital status--filing status (single,married filing joint,married filing separate,head of household,qualifying widower from previous year--served in the military--quarterly tax amounts paid for federal and state during the year--state or local refunds from last year--tax relief from storms,hurricanes,tornadoes,and floods etc.--child and dependent care amounts--if you received a stimulus package and how much--if you e-filed previous year e-file number used it carries forward--student loan interest and college expenses--medical expenses out of pocket--retirement and investment income--teachers expenses--property taxes--moving expenses--charitable contributions--w-2 income--1099 income--retirement distributions--bank routing number and bank account number--prior year and current year schedule c with depreciation schedules.
NOTE:Again this is not an all inclusive list. You may not have all these or you may have others. Please send all supportive schedules that are required when shipping,mailing, or delivering. The address is on the home page or the payment page. I will not be held accountable for erroneous information sent. My commitment is to treat my clients with courtesy and integrity and focus on each and everyone to get the best outcome.
ALERT:ALL TAXES RECEIVED AFTER MARCH 31ST MUST BE CONSIDERED FOR E-FILING ONLY FOR OBVIOUS REASONS OF DUE DATE APRIL 15TH. PRICES WILL INCLUDE FEDERAL AND STATE RETURNS.
PRICING IS AS FOLLOWS:
2009-1040EZ FEDERAL AND STATE TAXES $40.00
2009-1040A FEDERAL AND STATE TAXES $45.00
2009-1040 FEDERAL AND STATE TAX $50.00
2007-2008 PRIOR YR. TAXES OR AMENDED TAXES $90.00 EACH