INDIVIDUAL INCOME TAX SERVICES
- BBA in Accounting
- IRS Registered Tax Return Preparer
- Authorized IRS E-file Provider
- Registered in NY State
- Over 10 years of experience in Tax preparation
WHAT TO BRING TO YOUR TAX APPOINTMENT
- PERSONAL INFORMATION TO PROVIDE:
W-2’s
Interest (1099-INT)
Unemployment Compensation (1099-G)
Miscellaneous Income (1099-MISC)
Medical Insurance Coverage
Dividend Slips (1099-DIV)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings (W-2G)
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
IRA or 401(k) Distribution (1099-R) - DEDUCTIONS / ADJUSTMENTS:
Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions
Employee Business Expenses
Moving Expenses
Traditional IRA Contributions
Higher Education Expenses
Educator Expenses
Student Loan Interest - INFORMATION FOR TAX CREDITS:
Child Care Provider/Address and Employer Identificaton Number (EIN) or Social Security Number (SSN)
Adoption Expenses
Retirement Savings Contributions
U.S. States with no Individual Income Tax
Alaska
Florida
Nevada
New Hampshire
South Dakota
Tennessee – limited
Texas
Washington
Wyoming
Filing Tax Returns Income levels at which individuals must file returns has increased for 2018:
Single – $10,300
Single age 65 or older – $11,850
Married couple joint return – $20,600
Married couple joint return where 1 spouse is 65 or older – $21,850
Married couple joint return where both spouses are 65 or older – $23,100
Head of Household – $13,250 (65+ $14,800)
Widow with Dependent Child – $16,600 (65+ $17,850)
You must file taxes if your:
Self employment net earnings are greater than $400.