Individual with Jeff

1 hr | Prices Vary

This is a one-hour appointment with Jeff to analyze your documentation for your 2018 income tax preparation. Please bring with you

• W-2’S
• Any 1099’s (Interest, Dividends, Stock Sales, Retirement
• Distributions, Etc.)
• Mortgage Interest Statements
• Property Taxes
• Charitable Contributions
• Educational Expenses
• Dependent Care Credit (Childcare) – Statement must have
• Address and ID #
• Home office deductions
• IRA or contributions to pension plans
• Student loan interest
• Moving expenses
• Student tuition fees
• Estimated federal and state tax payments
• Significant Medical Expense