704-752-9845
704-752-9845

Tax Worksheets

Important Tax Preparation Deadlines for Our Firm:
March 25    All Individual information submitted for preparation
April 1          All returns will be back to you by  for review
August 15    Extended returns must have all information to us by
August 30   Returns will be back to you by for review (individual and business)

Important due dates for government:
March 15    Corporate and Partnership Returns Due
April 15       Individual Returns Due
Sept 15        Extended Corporate and Partnership Due
October 15  Extended Individual Returns Due

Automobile Expenses
Document your mileage and auto expenses for comparison of actual versus standard mileage rates
Childcare Expenses
Record dependent care providers and spending per child

 

Contract for deed
Provide details of sales using seller financing and land contract sales of property
Donated items sample valuation
Make the most of your charitable deductions of property by detailing the contribution

 

Estimated Payments Record
Record income tax payments made quarterly
Education Expenses
Provide details of expenses for education to determine which credit or deduction will benefit you the most

 

IRA Contributions
Record contributions made to Traditional and/or Roth IRAs
Home office deduction
Detail the expenses for use of the home office to assure that you get the maximum deduction

 

Items needed checklist
Review the list of common items needed for individual tax preparation
Itemized deductions
Record expenses allowable as itemized deductions on schedule A.

 

Moving expenses
Document your allowable deductions for moving expenses.
Organizer
Provide demographic information so that we can make sure we have all of the details necessary to prepare your return.

 

Rental property worksheet
Record rental income and expenses by property for preparation of the schedule E.
Realtor deductions
Common deductions available for real estate agents as self employment expenses

 

Stock transactions
Provide sales proceeds and cost basis for the sales of securities, bonds, options and other investments.
Self employed income and expenses
Document income and deductions available for Schedule C filers.

 

Unreimbursed job expenses
Track job related expenses for deduction on the schedule A.

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