TAX PREPARATION
 

 

IF YOU HAVE QUESTIONS OR WOULD LIKE TO MAKE AN APPOINTMENT, PLEASE CALL BELINDA FROST AT 570-724-7733

State and Local returns are included in the price with the Federal Return.

*Additional state and local returns are extra.
 



The following is a list of some of the most common items needed to completely prepare your tax return.

Please bring these to your appointment.
  • W2’s from all of your employers
  • All forms 1099:
    • miscellaneous income, interest income, dividend income, pension/annuities income, unemployment received, Social Security income, and rents/royalties.
  • Charitable Contributions
    • List of all contributions including name and amount paid (make sure you have receipts for all items listed)
    • List of charitable mileage and calculation
  • List of all stocks or bonds purchased or sold (Form 1099)
  • K-1’s from Partnerships or S-Corporations
  • IRA or Roth IRA Contributions
  • Estimated payments made to the IRS, PA and Local Municipalities
  • Child Care Payments:
    • You need to provide Name, Address and SS# or EIN# of caregiver
  • Child in College Tuition Statement:
    • Form 1098-T – also include the amount of tuition actually paid in 2011.
    • Form 1098-T shows what was billed.
    • Student Loan Interest Statement
    • Form 1098-E Payments from Qualified Education Programs
    • Form 1099-Q
    • Other expenses paid – some may be deductible
  • Self Employed Individuals:
    • Schedule C Filers Income
    • Documentation of In-Home Office Expenses
    • Insurance-Business/Health Real Estate taxes
    • Mortgage interest Repairs/maintenance
    • Rent
    • Utilities – electric, gas, water/sewer, trash removal
    • Vehicle used and total business miles
    • Vehicle traded in or new purchases
    • Retirement Contributions
    • Estimated payments made to the IRS, Pennsylvania and Local Municipalities.
  • Schedule F filers (Farm):
    • Farm Income Income from sale of animals or crops
    • Any subsidized payments
    • Expenses incurred in the operation of the farm
  • Rental Properties:
    • Income
    • Expenses List of Capital Improvements
  • Sale of Personal Residence:
    • Copy of settlement sheet on purchases of residence or Form 2119 in year of sale of old residence
    • Copy of settlement sheet on new purchase of residence
    • List of all capital improvements to house sold
    • Points paid on purchase of new residence
  • Medical Expenses:
    • Doctor, Dentist
    • Prescription medicines
    • Medical Insurance, etc.
  • Professional Expenses:
    • Work related expenses (such as uniforms, tools, boots, etc. that employer did not provide that you need to do your job)
    • Union Dues
  • Tax preparation Fees, etc.
  IF YOU HAVE QUESTIONS OR WOULD LIKE TO MAKE AN APPOINTMENT, PLEASE CALL 570-724-7733