Preparation

Better preparation of your documents only helps you get the best results. Outlined below are the typical documents and miscellaneous information that I will need for your federal and state income tax returns. Help me help you!

Income Statements

Wages (W2's)
Interest & Dividends (1099INT/1099DIV)
Capital Gains (1099B)
Schedule K (3rd party income)
Schedule K-1 (Partnership share income)
1099NEC (Self Employment income)
1099 Misc
1099R (Retirement Income-Pensions, RMD, IRA's, ...
1099SSA (Social Security)
1099UC (Unemployment)
1099G (Gambling Winnings)

Deductions/Credits

1098 (Mortgage interest/Real Estate Taxes
1098T (Tuition expenses)
Real Estate Tax Bill
Charitable Deductions (Church, Non-Profits)
Medical Bills, RX, Medical Miles, Medical equipment.
Miscellaneous (NY State Residents & Employees
Gambling Losses (Only if you received a 1099G)

Other considerations: Click on the buttons for a worksheet.

Self Employed (Schedule C)...Debit/Credit spreadsheet
Rental Income (Schedule E)...Income & Expenses
Passive Income...Form K-1
W4 (Withholding Allowance Certificate)...print a copy & complete to change you federal withholding with your employer.
NY State Bill of Rights

Document

Annual Letter

Please click on the link to obtain a pdf copy of my annual tax letter which highlights the pertinent information of tax year 2023 and appointment scheduling.