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Tax Preparation Services

Submitted by Admin on Wed, 11/18/2015 - 10:39

Today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there is no substitute for the assistance of an experienced tax professional. Throughout the year, I monitor tax laws, revisions and changes that affect you or your business. Osiris CPA, PLLC offers reasonable pricing for individual and business tax preparation and electronic filing.

Call us now for one hour free consultation: 520-329-XX XX (click to see number)

Before your tax interview, you need to be prepared by collecting some information that are important for your tax return preparation. I prepared a checklist for you to get you started. See below.


PERSONAL INFORMATION FOR EACH FAMILY MEMBER:
  • Name
  • Date of Birth
  • Social Security Card/ITIN/ATIN
  • Last Year's Tax Return
  • Valid Driver's License

INCOME AND TAX INFORMATION:

  • W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some
    winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement
    (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS: 

  • Medical Expenses 
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest

TAX CREDITS: 

  • Child Care Provider/Address and Employer
    Identification Number (EIN) or Social Security Number (SSN)     
  • Adoption Expenses
  • Retirement Savings Contributions Credit