TAX ORGANIZERS

SHORT ORGANIZER

Use our short organizer for most common income and deduction items.

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LONG ORGANIZER

Use our long organizer for more complex and business related items.

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WHAT TO BRING TO YOUR TAX APPOINTMENT

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  • ID

  • Dependents names, DOB, SSNs

  • Child care expenses and provider information

  • W-2s

  • Pension, retirement income 1099-Rs

  • Social security income SSA-1099

  • Interest and dividends income 1099-INT, 1099-DIVs

  • Sales of stock and bonds 1099-B

  • College tuition statement 1098-T

  • Student loan interest 1098-E

  • Health Savings Account Distribution 1099-SA

  • Medical expense, mortgage interest statement Form 1098, property tax, charitable donation

  • Business income and deductions

  • Gambling winnings W-2 G

  • Prior year tax return

  • Direct deposit bank routing & account number

 
 

VEHICLE MILEAGE LOG

VEHICLE MILEAGE LOG

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Mortgage Calculators

Are you considering buying a house and wondering what your monthly payment will be? The calculator below is for fixed rate mortgages.

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Loan Amortization

Are you considering buying a house and wondering what your monthly payment will be? The calculator below is for fixed rate mortgages.

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Retirement Calculator

Having a financial plan to prepare your for retirement is essential, and figuring out how much money you'll need to put aside each month to reach your retirement income goals is a necessary step.

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Refinance Calculator

There are many reasons you might consider refinancing your mortgage, including lowering your monthly payment, getting rid of your private mortgage insurance, or to take cash out of the equity of your home.

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Invest or Payoff Debt

If you have extra cash, what should you do with it...invest it or payoff your debts? If it's high interest debt you have, you're almost always better off paying down your debt. But you can compare here.

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Car Loan VS Lease

This calculator will provide your likely monthly car lease payment. Should you lease rather than buy your car? There are other issues to consider besides the monthly payment.

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NEW! VIRTUAL APPOINTMENT

Have your tax returns prepared without coming to our office.

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