Tax Planning

Welcome to our online tax preparation and college tax planning strategies. We have helped families complete their returns and had success in getting them NEED BASED financial aid and tax refunds.  Here is a checklist of items (if applicable) you will need to complete the process:

Personal Information

  • Social Security or ITIN numbers for everyone who will be listed on your return as a taxpayer or dependent
  • Bank information

Income Information

  • A W-2 form, Salaries, Wages and Tips, for each job at which you ( and your spouse) earned wages
  • Form 1099-G
  • Form 1099-SSA
  • Form 1099-MISC
  • Form 1099-INT
  • Form 1099-DIV
  • Form 1099R
  • Alimony received
  • jury duty pay
  • Gambling, lottery, or prize winnings
  • Scholarships

Child-Related Information

  • Proof of childcare costs paid
  • Childcare provider information ( name address, tax ID or social security number)
  • Qualified provider must be older than 19 and not a dependent

Home-Related Information

  • Form 1098 showing mortgage interest
  • Form 1099-S if you sold your home during the year
  • Receipt for real estate taxes paid
  • Form 1099-C if debt was cancelled

Receipts for Other Expenses

  • Form 1098-E, student loan interest
  • Form 1098-T, Educational Credits
  • Personal property tax for cars, boats, or other property
  • Charitable Donation
  • Medical care
  • Alimony Paid
  • Tax preparation fees from last year
  • Prepaid taxes

Click bellow to download our Tax Preparation Fee Scheduled or contact us.