Accounting for Personal

Personal Section

Optional Content Title

This is your optional content description

LET US HANDLE YOUR BUSINESS TAXES SO YOU CAN HANDLE YOUR BUSINESS



WE PROVIDE PAYROLL SERVICES



STOP THE DOMINO EFFECT OF LOSING MONEY WITH YOUR TAX RETURNS



  • Call us today to get your taxes started and on the right track: (810)230-1887
  • Our experts are friendly and effective so call us today!
Business and Personal Accounting Needs
Bookmark and Share
Follow me on LinkedIn follow me on facebook tweet me

Here are a list of items to bring:

Income

  • W-2 Forms
  • Social Security Income – SSA-1099
  • Unemployment Income – 1099-G
  • Interest Income 1099-INT
  • Dividend Income 1099-DIV
  • Sales of Stocks & Bonds 1099-B
  • Miscellaneous Income 1099-MISC
  • Retirement Income 1099-R
  • Income from Partnerships, Estates, Trusts and S-Corps from K-1
  • Income and Expense from Rental Property
  • Lottery or Gambling Winnings W-2G
  • Alimony Paid or Received

Expenses

  • Mortgage Interest Paid Form 1098
  • Sale of Residence
  • Real Estate Taxes
  • Personal Property Taxes
  • Charitable Contributions
  • Medical Expense
  • Unreimbursed Employee Business Expense
  • Tuition and Education Expenses
  • Student Loan Interest – Form 1098E
  • Child Care Expenses – Providers Federal ID Number
  • IRA Contributions
  • Investment Expenses

*This list is not all-inclusive. If in doubt of whether a document is tax-related, please bring it with you.

Click here for Printable Version

back to top