Tax Interview Checklist
Before your tax interview, use
this checklist to organize your important documents.
The IRS is the official source for tax forms and publications. Access their resources here.
Check the status of your filed tax return and your amended tax return we filed for you.
Some tax situations explained!
Are you unsure about who can be claimed as a dependent on your taxes? A dependent must either be a “qualifying child” or “qualifying relative”, with different rules for each. Properly identifying your dependents can significantly impact your return.
Determining which filing status applies to you can be confusing, especially when it comes to choosing the one that will least impact your taxes. Visit our ‘Income Tax Filing Status’ page to see which filing status best suits your situation.
Individual Retirement Account (IRA)
Retirement plans, such as an IRA, can complicate your taxes. Saving for your future is important but so is knowing how your taxes will be affected.
Life Changes and Your Taxes
Did you get married this year or welcome a new addition to your family? During your lifetime, you could experience this and so much more – going to school, buying or selling a home, changing jobs, sending the kids to college. Some of these will lead to deductions or credits, while others are actually taxable themselves. If you’ve had any of these life experiences, contact us to see how we can help
Rental Income & Expenses
Owning a rental property is often a good way to increase your net worth but it does have tax implications. If you have invested or are looking to invest in a rental property, contact us for more information.
Taxable vs. Nontaxable Income
Were you gifted money during the year, or did you win a prize from a contest? Call us to save money so you don't have to dip into your savings.
Earned Income Tax Credit
The Earned Income Tax Credit (EITC) may be available to you if you made below a certain amount during the year. To see if you qualify for this tax credit, call our office and we will be glad to help you find out if you qualify.
Avoiding Tax Problems
Errors are quite common for Americans who prepare their own taxes. With tax rules becoming more strict and IRS penalties on the rise, check out our tips on how you can stay away from IRS trouble by visiting our ‘Avoiding Tax Problems’ page.
Did you know that you could be eligible for a deduction if you use your vehicle for business purposes? Keeping accurate records, such as receipts and mileage, will allow you to claim this deduction. See what other ways you can save on your return by viewing the IRS standard mileage rates.
Tax Interview Checklist
Our Tax Interview Checklist lists everything you need in order to accurately prepare your tax return.
Deductions & Credits
There are several deductions and credits that you may be eligible to claim. Bring all important tax information about yourself and your family with you to your tax interview. That way, our knowledgeable tax preparers can find the best way to boost your refund or lower your tax liability. Be sure to bring any IRS correspondence or forms that you have received during the tax year.
Have you been impacted by a natural disaster? See if you live in a disaster area and are able to claim casualty losses on your property by visiting the IRS website.
Your taxes are the last thing you need to worry about while serving your country. Get the answers to all of your questions concerning your tax return from our licensed tax preparers.
There's nothing as certain as an ever-changing tax code. We keep you up-to-date on the latest tax rules and details of the newest tax information.