Tax documents

Published on January 20, 2012 by

It’s that time of year again.  We’ve all been getting tax statements in the mail for the past few weeks.  Most of your tax documents should be received by January 31st.  Then it’s time to get your taxes done.  Remember to bring all information to your tax preparer so they can enter the most accurate information for you.  We all know about the W-2’s, mortgage interest statements, interest received from bank accounts, income from stock sales, and school grant information.  It’s also important to bring in any information about charitable contributions, work expenses that have not been reimbursed, rental income/expenses, child care expenses, IRA contributions, business related expenses and moving expenses.

Direct Deposit

Published on January 19, 2012 by

When filing your tax return, the fastest way to receive your tax refund is to electronically file your return and choose to direct deposit your refund.  Now you can deposit your refund into up to 3 different checking or savings accouts.  That makes it easy to specify what amount you would like to save for future use.  If you are having a tax professional prepare your return, remember to bring your bank routing number and account number.

Don’t forget! Extension deadline

Published on September 8, 2011 by

Just a reminder: If you filed an extension to your business or personal taxes, the deadline is coming up.  For all businesses, the deadline to file your taxes is Thursday September 15th.  For your personal taxes, the deadline is Saturday October 15th.