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As a tax preparer, I am responsible for income tax preparation for individuals and businesses. I will identify potential tax credits and liabilities and ensure accurate and complete returns are filed in a timely manner. I will complete tax forms in accordance with policies and in compliance with legislation and regulations. When you trust Me with preparing your taxes, you’re choosing to work with a dedicated tax professional who’ll help you get every deduction you’re entitled to but REMEMBER you have to have your RECEIPTS!

What documents do I need to file my taxes?

In addition to proof of your identity, and the identities of your family members, documents you should bring to a tax preparer include:

  • Social Security documents
  • Income statements such as W-2s and MISC-1099s
  • Tax forms that report other types of income, such as Schedule K-1 for trusts, partnership and S corporations
  • Tax deduction records
  • Expense receipts

Tax Deduction Documents

Tax deductions can reduce your taxable income and, ultimately, your tax bill. Here are some forms you'll need to document your major deductions:

  • Form 1098, your Mortgage Interest Statement, which comes from the company that services your mortgage loan
  • Form 1098-C for the donation of an automobile, boat or aircraft worth more than $500 to a tax-exempt organization
  • Form 1098-E for interest you paid on a student loan during the preceding year
  • Form 1098-T, the Tuition Statement, documenting how much you paid in tuition for post-secondary education
  • Form 1040ES copies, for a record of estimated tax payments made
  • 5. Receipts for expenses
  • If you'd like to deduct expenses from your personal or business income taxes, share your receipts for those expenses with your tax preparer. Tax-deductible personal expenses include:
  • Medical bills,
  • Charitable contributions,
  • IRA contributions, and
  • Certain education expenses.

If you're self-employed, many business expenses are also tax deductible. To document both personal and business expenses, make sure you have all your receipts, invoices, medical bills, and mileage logs.

It's also a good idea to have a copy of your latest tax return on hand. Your tax return will serve not only as a roadmap to your typical income and deductions, but also point out any major changes that may have occurred in the last year and any possible discrepancies between your returns.

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