Let's NOT leave part of your Refund on the table anymore. The Government says "They Only want what is rightly due". So let's make sure that's all you pay and the rest is YOURS!
In addition to your person information (which requires you & all family members - date of birth, social security number), W-2s, I will be asking for the following BUT I may ask you for more.
Example **
Copy of Last Year Tax Returns.
Did you provide supplies for work that your employer did NOT reimburse you for?
Did you use your car to travel on company time and your employer did NOT reimburse you for your mileage? Do you use your cell phone for work?
Copy of your W-2 or 1099
Schedule A
1. Do you have medical expenses-insurance, prescriptions, doctors, and round trip mileage total?
2. Real Estate Taxes, personal property taxes (vehicle taxes), other taxes Any major purchases?
3. Do you own a home? Please provide a copy of the 1098.
4. Charity, cash and/or donations**Don't forget the mileage round trip can be deductible
5. Thief or loss
6. Unreimbursed employee expenses- cell phone, office supplies, travel mileage, education fees, internet & more
Schedule B
Did you receive a 1099-INT
Did you receive a 1099-DIV, etc.
In addition to your person information (which requires you & all family members - date of birth, social security number), W-2s, I will be asking for the following BUT I may ask you for more.
Example **
Copy of Last Year Tax Returns.
Did you provide supplies for work that your employer did NOT reimburse you for?
Did you use your car to travel on company time and your employer did NOT reimburse you for your mileage? Do you use your cell phone for work?
Copy of your W-2 or 1099
Schedule A
1. Do you have medical expenses-insurance, prescriptions, doctors, and round trip mileage total?
2. Real Estate Taxes, personal property taxes (vehicle taxes), other taxes Any major purchases?
3. Do you own a home? Please provide a copy of the 1098.
4. Charity, cash and/or donations**Don't forget the mileage round trip can be deductible
5. Thief or loss
6. Unreimbursed employee expenses- cell phone, office supplies, travel mileage, education fees, internet & more
Schedule B
Did you receive a 1099-INT
Did you receive a 1099-DIV, etc.