Business Rents Paid

Provide your landlord’s name and address. Please summarize the rent you paid for business purposes during the tax year. Full Arti...

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Estimated Tax Payments

We might need to know details of your transactions like if you made any estimated tax payments this tax year, we will need to know the dates and amounts paid of all federal and state estimated tax payments. Continue Readi...

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Stocks & Mutual Funds

Please be very wary of this one. Do not assume your cost information is provided on Form 1099. Please provide a spreadsheet showing the date you bought each item that was sold along with the total purchase price of each item sold, if you sold stocks or mutual funds. Please carefully review all your stock sales to ensure you have the purchase date and cost information for each stock or mutual fund sold during the year. Contine Readin...

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IRAs

The amount you contributed to a traditional IRA (Form 4598). If you converted a Traditional IRA to a Roth IRA, please supply the amount of any applicable after-tax Traditional IRA contributions you made over the years. Full Artic...

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Dependents

If you desire to claim dependents, provide all dependent’s full names (as they appear on their social security card), dates of birth, & social security numbers. Full Article...

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Itemized Deductions

Compose a spreadsheet/list summarizing your deductions (Schedule A) if you are planning on itemizing them. Itemized deductions include: medical expenses, personal property tax, state and local sales taxes, tax preparation fees, custodial fees, financial planning fees, interest on mortgages and home equity loans (bring Form 1098), mortgage insurance premiums, real estate taxes, casualty and theft losses, investment related subscriptions, uniforms, cash and non-cash charitable donations, safe deposit box fees, unreimbursed job related...

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Income Statements

Carry with you all applicable W-2 forms, 1099 forms, interest income, dividend income, K-1 forms, pension or IRA distributions forms, brokerage account forms, social security, and student loan interest forms. More ...

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Prior Year Tax Return Copies

A new client may bring copies of your last 3 years federal and state income tax returns. The best part is HASS ASSOCIATES ACCOUNTING will review the for FREE, yes for free. You may think that you don’t have any problem with your tax returns but we may be able to amend mistakes/omissions getting you back additional refunds. More ...

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WHAT TO BRING TO YOUR TAX APPOINTMENT

Every problem is unique and so thus every taxpayer’s situation. We cannot list all the items one must bring in for a tax appointment for every type of tax situation so we recommend to rather bring the item in question to your tax appointment. The following is a good general list of the items to bring in with you for your scheduled tax appointment: Prior Year Tax Return Copies Income Statements Itemized Deductions Dependents IRAs Stocks & Mutual Funds Estimated Tax Payments Business Rents Paid Moving Expenses Dependent Care Expense Self-Employment Rental...

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B2B: SPECIAL PROMOTION FOR BUSINESS OWNERS AND MANAGERS

Would like to provide their employees with a valuable service while saving money? Who doesn’t, right? That is why HASS ASSOCIATES ACCOUNTING offers income tax preparation services to business owners and managers. Money Saving Options: Group Discount – Offer HASS ASSOCIATES ACCOUNTING tax preparation services to your employees for a discounted rate*. Flat Rate Promotion – Cover the cost of tax preparation services for your employees and HASS ASSOCIATES ACCOUNTING will charge a flat rate per employee*. Saving you time and money is what we are...

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