01/26/2025
Now tax time is here it’s time to get ready. The first step is to make an appointment with CNY Tax Experts by calling 315-299-4133.
Next is to get organized. Here are some items and information that you will need when you come into our offices to complete your returns.
Personal information:
Social Security Number
ID
Bank Account numbers
Forms W-2, 1099 or other tax documents you’ve received.
Documents for credits or deductions:
Childcare or dependent care expenses
Dependent SSN(s)
Home mortgage and property tax records
Donations to charity
Health savings account or flexible spending account contributions
Healthcare expenses
Retirement contributions
If you're a student or teacher, receipts for books, tuition and other education expenses
Documents from side jobs and self-employment:
Statements from banks, payment apps, card processors or online marketplaces
Checks paid to you
Receipts and mileage logs for travel and car expenses.
Records of deductible office expenses
Estimated tax payments
Other business income and expense records