Personal Taxes

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Personal Taxes

An individual or personal income tax is calculated by a person’s total income, less some allowable deductions. Tax is often collected throughout the year on a pay-as-you-earn basis with minor corrections made as needed at year-end. The corrections are either in the form of a payment made to the government (when the amount paid during the year was less than the actual tax owed), or a refund from the government (when the amount paid throughout the year exceeded the actual tax owed).

Are you trying to gather your data for your next tax appointment but not sure what items you actually need to bring? Are you a new client and want to make sure you bring in all the necessary information for us to file your taxes? Please use the free tax organizer provided in the link so that you can allow us to be as accurate and as thorough as possible.

Along with filling out the tax organizer, the following items should be provided to us to verify if all information is accurate:

  • All W-2 Income
  • Any form 1099
  • Form 1098 Mortgage Interest
  • If property tax is not included in Form 1098, then the annual property tax payments made
  • Any Income from a K-1’s
  • IRA Contributions
  • Charitable contribution support for both Cash and Non-Cash items

Remember that every tax return is different. In order for us to make sure nothing is missed, we suggest providing at least the prior two years’ tax returns for the examination of any possible errors. This will also help ensure that we are not omitting data that may have been on a previous tax return and was not provided.

We welcome you to call us with any questions pertaining to your income tax situation. We are here 12 months a year and will guide you to the best possible tax outcome.

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