(Click the PDF symbol on the right to download & print this form)


Again, it is extremely important for you to bring all the following to your appointment:


Complete the update sheet and checklist before coming in for appointments or you can send back early. This will eliminate coming in early for our appointments.


______All W-2’s, 1099’s for misc. income, social security and all other income items such as 1099 INT, 1099 DIV or 1099B (broker statements from investment companies).  If you sold stock, please provide cost basis or what you paid for the stock sold.  If a stock purchase plan, ask your company or broker what is the cost basis.


______Bring a prepared list of simple questions to ask during your appointment time regarding deductions, credits or tax law changes 2021 and beyond. Tax planning meetings can be scheduled after May 1st.


______To say this year has been unprecedented is an understatement. There are several new forms and situations that we have to check for 2020. First, I need each one of you to know if you received your 1st and 2nd stimulus checks for 2020 and the amount received. I will have to verify that you received and the correct amount based on the qualifications. will confirm your payments you received.


______If you have refinanced, purchased or sold a home or any other properties during the year please bring all closing statements, refinance paperwork for each property and date when you purchased or sold the property.


______Don’t forget your itemized deductions including all medical expenses: doctors, dentists, eyeglasses, insurance premiums and all related medical expenses as well as your mileage. Remember: standard deductions were raised this year – single $12,400, H/H 18,650, married filing jointly $24,800 and additional $1650 for 65 and older and/or blind.          


______All real estate taxes on your house and property, personal property taxes on all vehicles, boats, motor homes and motorcycles.


______Don’t forget your church contributions, cash & non-cash. There is a $300 charity deduction this year without itemizing. Important reminder, you must have receipts for all contributions and all non-cash items must be itemized and an amount listed.  The item must be in good condition or it is not deductible. It is not necessary to bring the receipts; I only need to have the total amounts.  Political donations are not deductible as charity donations.


_____ If you or your dependent had education expenses, then I must have the 1098-T to fill out the form for the education credits for this year plus cost of books and fees. There will be more questions and compliance questions to be filled out on this year’s form 8863 and attached to the return. If not attached, there is a preparer penalty of $510 for each failure and I, of course, have no intention of paying any penalties.


______Please have all your receipts added by up category before coming in order to expedite the time involved in the tax preparation. It is not necessary to bring the receipts, bank statements or any back-up information to your appointment; I only need to have the totals per category.


______If you have a business (Sch.C or LLC). Please print out before you arrive for your appointment a profit & loss statement and a balance sheet. 


______Mailing, faxing, e-mailing or dropping off your tax return information is acceptable. I understand that gas is expensive and traffic is always bad, we want to be accommodating to you as much as possible. Please let us know when you are sending us the information and we will let you know when we receive it.  Please send in a PDF format and we can return your completed return in the same format for you to print and put together before mailing or for your copies.  There will be a fee to mail your returns back to you depending on the weight ($5 and up).


______Taxpayers who have foreign accounts totaling excess of $10,000 are required to file FBAR form 114 by April 15 instead of the old filing date of June 30th.


______Appointment times are scheduled either hour or hour and a half unless there is additional time required for your preparation. If you have unusual or difficult first time situations this year and you are not sure of what to bring, please call the office and discuss this before making your appointment. Some of these situations are: Can I claim an office in home, I sold a rental house, I sold my second home, I sold stock, I sold my primary residence, I bought a primary residence. It is a very costly proposition for you if we have to make additional appointments or if your appointment runs into the next clients scheduled time. You may be asked to reschedule and/or you will also be charged an additional sitting fee.


______If you and your family are covered under ACA for health insurance (Obamacare thru the Marketplace). Then I will have to have the form 1095-A from the Marketplace. Then I must have the form 1095-A from the Marketplace which has to be sent out by January 31 in order to complete your returns. You will also need the 1095-C from your employer letting us know what coverage you had and for what months. This area is very complicated and time consuming – extra time is needed to complete in one sitting.  Additional fees will now be charged for any re-dos and responding to IRS letters.


______EXTREMELY IMPORTANT: All tax returns and work prepared by my company and myself must be paid for when completed and picked-up. There will be no exceptions to this rule.  We will be accepting Debit and Credit cards this year as well as several main banks within walking distance of the office.  There will be a 5% processing fee assessed for all Debit and Credit card charges.


______When your tax return is finished, you are given a copy for your files, and we can send the tax return to you in a PDF file for your records (if necessary) after tax season (May or June).  If additional copies or faxes are necessary there is an additional $25 fee or $35 for larger or business returns. Before you call the office asking us to fax a copy of your return to someone or make you another copy, please look for your copy. I will need that request in writing along with the additional fee before I can make any copies, or fax or email any returns.


______If you have received letters from the IRS or NC throughout the year and you have not previously notified us please let us know. We ask that in the future you let us know as soon as they are received because most of these are time sensitive. You could lose your refund if you delay.  There could be additional fees for us handling these letters depending on the subject matter.


______Organizers are available as a PDF file and will be sent to you in January. Please send an email requesting one or call the office. You can even send them back to us prior to your appointment to expedite your tax preparations.


______ If you will be needing to do an installed agreement to pay any balance dues, consider this, user

fees are $43 for low-income and $225 for regular incomes. This is the privilege to pay the taxes due monthly while still incurring penalty and interest.