Individual Income Tax

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

Schedule Your Appointment Today