12/05/2023
🎄 Happy Holidays! 🎉 As tax season is fast approaching, I have prepared a comprehensive Tax Return Checklist to ensure our appointment is efficient and productive. My offices will be welcoming clients starting January 15, 2024.
Exciting news - Refund Advances of up to $7,000 are available this year!
Tax Return Checklist:
To prepare for your tax appointment, please gather the following information and documents relevant to your tax situation:
Personal Information
• Social Security numbers (for you and your dependents)
• Dates of birth (for you and your dependents)
• Bank account details (for direct deposit of refunds)
Income
• W2 forms
• 1099 forms (including 1099-MISC, 1099-B, 1099-C, 1099-G, 1099-R, 1099-S, 1099-SA, 1099-INT, 1099-DIV, 1099-LTC, etc.)
• Alimony received.
• Business income
• Rental property income
• Note: S-Corps tax returns are due March 15, 2022!
Deductions and Credits
• Retirement account contributions
• Charitable contributions
• Form 1098 (Mortgage Interest Statement)
• Medical expenses
• Forms 1098-T and 1098-E (for education expenses, including tuition and student loans)
• Childcare expenses (provider's name, address, and tax ID required)
• Adoption costs
• Home office details (office square footage, start date of use as home office, utility expenses)
Tax Payments
• Estimated tax payments (for self-employed individuals)
• Personal property taxes
• Real estate taxes
Additional Tools and Scheduling
• Existing clients visit www.dp1taxes.com to utilize the new portal to schedule your appointments.
• TaxPass: You can utilize the TaxPass to upload documents.
• Schedule Your Appointment: Secure your slot by clicking on the scheduling links below.
Office Locations
• Grand Rapids Office: https://app.acuityscheduling.com/schedule.php?owner=16911454&calendarID=2647066
• Muskegon Office: https://app.acuityscheduling.com/schedule.php?owner=16911454&calendarID=3343034
We look forward to assisting you with your tax needs and wish you a prosperous new year!
Schedule your appointment online Clarity Tax Service LLC