While there may not be an “easy button” for taxes, we have the next closest thing – a free tax organizer. Whyte & Associates, Inc. encourages you to fill out this form prior to your first appointment with one of our seasoned tax professionals in Rancho Cucamonga, serving Ontario, Upland, La Verne, Claremont, Fontana, and the greater Los Angeles area of Southern California.
Your checklist to make taxes a lot less taxing
Generally, you provide us with the initial information, and we take it from there. Information collected each season builds upon itself. So, after the first year of partnering with us, we already have a repository of data to organize, analyze, and otherwise use to pinpoint eligibility for credits and deductions and savings associated with reducing tax liabilities.
The list of information that we need to check off is divided mainly into the following nine categories:
- The personal, including changes from year to year in marital status
- Dependents; for example, any additions to the family or expenses associated with child care or adoption
- What goes “in” (sales) and what goes “out” (purchases and debts), ranging from buying rental properties to disposing of stock
- Income sources; for instance, unemployment benefits, disability income, tips and sizeable changes in income, deductions, and withholding in the new year
- Retirement savings, such as pensions, and contributions to the likes of a 401 (k) or Roth IRA
- Education, related expenses, and awards for you, a spouse, or other dependents
- Health-oriented expenses, such as qualifying insurance coverage for care and contributions or distributions to HSAs
- Itemized deductions; for example, charitable contributions, out-of-pocket costs for medical care, and other major purchases in the year (like cars and recreational vehicles)
- Miscellany, a “grab bag” of accounting for year-on-year changes with tax implications, from retiring or changing jobs, to incurring moving costs due to a job-driven relocation, or investments in energy-efficient improvements to your primary residence
We get to know you and your situation well to help you secure savings opportunities seamlessly.
Call (909) 575-0080 to schedule an appointment with Steve Whyte E.A. or Luis Rodriguez E.A. at Whyte & Associates, Inc. in Rancho Cucamonga, CA.
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