Tax time is not just around the corner, it’s here! All of us at Tax & Accounting Plus hope that you had a rewarding and profitable year, and we look forward to seeing you in our office soon.
Here are some reminders and updated information for Tax Year 2014 to help you prepare your information. Remember to start early! Being organized and prepared when you come in for your appointment helps us get you the biggest refund allowable. So, if you want to get your refund as soon as possible, get your information together and call us to make your appointment today at 309-827-4010. Our professional and knowledgeable staff is ready and waiting to serve you.
To help insure that your tax preparation appointment runs smoothly, please be sure to bring all of the following items:
- All W-2s, 1099s or any other fax forms received
- Any information pertaining to interest or dividend income
- Any information pertaining to sales of stock
- Categorized list of income and expenses for businesses and rentals
- List of personal itemized expenses (.e. medical, mortgage interest, property taxes, sales tax, contributions, employee expenses, etc.)
- Social Security cards for self, spouse and dependents
- Picture ID if requesting QIK (rapid refund) for self and spouse
- A copy of your previous year tax return if prepared elsewhere
- Any other information pertaining to your tax return
Call today for an appointment: 309-827-4040.
This information is not intended to be a substitute for legal, accounting, investment or other professional services. Always contact a professional to resolve your specific questions.
