FAQ

Frequently asked questions and useful information

What to Bring to your Tax Appointment

  • Copy of last year's tax return (for new clients).
  • W-2s and 1099s
  • Unemployment
  • Social Security Income
  • Interest or Dividend Income
  • Stock Sale Info

Stock Sale Info includes: the date you sold the stock and the sale price (this information should be on the 1099-B form you received from the financial institution). In addition, you will need to tell me the date you purchased the stock and how much you paid for it.

  • Child / Dependent care expenses and provider information (name, address, federal ID or social security number and telephone number)

If you own your home:

  1. Mortgage interest paid (form 1098)
  2. Closing papers from any refinance done during the year
  3. Property taxes paid in year
  4. DMV fees paid
  5. Medical and dental expenses, if they are significant
  6. Donations (cash, non-cash and/or donation mileage). Please include date of donation, name, address, phone number, tax ID number of recipient.
  7. Employee business expenses, if they are significant

If you have your own business:

  1. Total income for the year
  2. Totals of expenses incurred in the year (ie. Advertising, supplies, insurance, meals, etc)
  3. Either actual auto expense totals (ie. Gas, oil change, repairs, tires) OR mileage figures for the year (total driven, business portion, commuting portion)
  4. Year, make and model of auto(s)
  5. Parking and toll expense
  6. Internet fees, and any phone lines except for your first one, including cell.
  7. If you use part of your home for business: total sq. ft. of house, sq ft of business portion. Also rent paid, utilities, repairs, etc paid in the year.

What is an "Enrolled Agent"?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

How can an Enrolled Agent help me?

Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents' expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS.

Established Customers

  1. Call us, email or fax your information to us.
  2. We analyze and prepare your income tax return.

You can complete the entire process from the comfort of your home.

Our goal is to make the tax season as painless as possible.