• Phone:(401)765-1235

Individuals

We Help Make Life a Bit Less Stressful

Tax planning can be stressful. Our skilled tax professionals help you to plan year to year, as well as for the future.

Prepared for the Present and Confident in the Future

As an individual, there’s a level of comfort that comes from being prepared for each day, as well as for the future. Our team of tax professionals will help you to plan and complete your annual tax returns, so you will never have to worry about complications with the IRS.

• Estates and Trusts
Our firm helps you, and your loved ones, plan for that inevitable time when you are no longer around. We’ll help you ensure that there are no surprises or complications left to burden your family. Our goal is to make sure that your estate is structured in a way for both clarity and favorable tax treatment.

• Tax Planning
Our tax professionals will meet with you early each year to develop a personalized plan that will reduce your individual tax liability and allocate more money into your retirement funds.

• Tax Preparation
We will help you prepare your taxes in a timely manner to avoid any late filing fees or IRS issues. Your tax returns will be completed accurately, taking into consideration the latest federal and state tax laws and provisions that could potentially save you money.

Our Services

What Should I Bring To My Tax Return Appointment?

Wage & Earnings Statements

• All W-2, 1098, 1099, & Schedule K-1 Forms
• Job-Related Educational Expenses or Unreimbursed Employment Related Expenses
• Savings & Interest & Divided Statements
• Rental Income & Expenses
• Social Security, State Income Tax Refund, & Unemployment Compensation Forms
• All Retirement 5498 Forms
• Lottery & Gambling Winnings & Losses
• Hobby Income & Expenses
• Prizes & Awards
• Trusts
• Healthcare Reimbursements
• Jury Duty Records

Personal & Dependent Information

• Social Security or ITIN Numbers For Anyone That Will Be Included on Your Tax Return
• All Date-of-Births For Anyone Being Included on Your Tax Return
• Childcare Payment Records Along With Licensed Provider's ID Number(s)
• Income of Other Adults in Home
• All Records of Wages Paid To Babysitter & Their SSN
• Any Alimony Payments Made Along With Ex-Spouse's SSN

Previous Year's Tax Return

• Only Needed If You Are A New Client

Expenses

• All 1098 Forms & Any Other Mortgage Interest Statements
• Real Estate & Personal Property Taxes Paid
• Amount of State & local Taxes Paid (Not Including Wage Withholdings)
• Health Expenses & Mileage
• Invoices of Vehicle State Sales Taxes Paid
• Charitable Donation Records (Cash & Non-Cash)
• Tuition & education Fees & Student Loan Interest Paid
• Moving Expenses
• Mileage Records & Expenses For Charity Work
• Casualty & Theft Losses
• Federal & State Estimated Taxes & Any Foreign Taxes Paid
• Qualified Energy Efficient Home Improvement Purchases
• Job Hunting Expenses

Business Expense Records

• Mileage
• Meals & Lodging Expenses
• Business Rent's Paid Along With Landlord's Name & Address
• Travel Expenses
• Educator Expenses Paid
• Parking & Toll Amounts
• Office Home Information

Business Use of Home Information

• Square Footage Calculation of Area Used For Business
• Date Began Using The Space For Business
• Original Purchase Price Paid For The Property
• Summary of Utility Expenses
• Major Home Improvements & Direct Office Expenses

Healthcare

• Any & All 1095 Forms Through The State or Federal Exchange
• Marketplace Exemption Certificate (ECN) If You Applied For & Received An Exemption From The Exchange

Federally Declared Disaster

• Records of Property Loss
• Records of Building/Repair Costs
• Insurance Reimbursements/ Claims To Be Paid
• FEMA Assistance Information
• City/County Lived/Worked/Had Property In

Bank Information

• Savings Account Number and Routing Number
• Checking Account Number and Routing Number for Direct Deposit

Schedule a Free 1 Hour Consultation


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