Did you know that:

The American Recovery and Reinvestment Tax Act of 2009 provided approximately $275 billion of temporary tax breaks and incentives impacting individuals and businesses.  In order to maximize your deductions you need to begin gathering your information for your tax preparer.  Here are some general documents you will need to bring to have your taxes done:

Income – W-2’s, 1099’s, unemployment, social security, investment income, etc.

Businesses – Begin to organize your receipts, expenses, automobile expenses, office in home, etc.

Homeowner – Gather your mortgage statements and property taxes for your primary and secondary residence, vacation home and time share.

Rental Property – Begin to organize your rental income, expenses, appliances, furniture and fixtures, home improvements, auto and truck expenses, etc.

Dependents – Please provide the social security numbers; Make sure you can prove that you provided over half of the support for a qualifying child or qualifying relative.

Other Deductions – Organize your child care, charity, educational costs, student loan interest, medical expenses, etc.

Home Purchase or Refinance – Please provide your Settlement Statement.

Home improvements that conserve energy – Gather your receipts from the manufacturer.

Always bring your prior year tax return to your tax preparer.

Always consult your tax advisor for further information!

Call our office at (404) 525-4030 if you have any questions.