Our Approach | Income Tax Preparation Hallandale, Tax Preparation Hallandale, Income Taxes Hallandale, Accountant Hallandale, CPA Hallandale

Money is better than poverty, if only for financial reasons.

Woody Allen

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Our Approach

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Here’s a basic checklist of information to start organization for your 2009 tax return. If you’re fully prepared for tax appointment, you’ll save time and help ensure that you receive all tax benefits, credit and deductions allowable. Although this is not an all inclusive list, it will help steer you in the right direction. As you begin receiving important tax document at the beginning of the year. File them with this checklist.

What to Bring for your Appointment

Tax Tips

Individuals who must make estimated tax payments If you did not pay your last installment of estimated tax by January 18, you may choose (but are not required) to file your income tax return (Form 1040) for 2007 by January 31. Filing your return and paying any
tax due by January 31 prevents any penalty for late payment of the last installment.

If you cannot file and pay your tax by January 31, file and pay your tax by April 15th. Please provide us with accurate social security numbers and names for your spouse and all dependents.

Incorrect or transposed social security numbers and incorrect names are the biggest causes for refund delays. If possible, please bring the actual card or supply us with a copy.

If you are newly married and using your married name, make sure you have sent a change of name form to the Social Security Administration. We have seen countless delays due to this overlooked detail.

Please take note that we do not keep copies of the W-2’s we return all extra copies with the copy of your tax returns.

E-File Information: All clients are eligible to file for (RAL) Refund Anticipation Loan or an (ERC /ERD) Electronic Refund heck/Deposit. RAL qualification criteria are based on an analysis of prior year offsets and information gathered from the IRS. Loans are approved by the IRS and if you are denied your refund will automatically be submitted as an ERC or ERD.

A RAL is not a tax refund RALS are a loan secured by an anticipated tax
refund. A RAL is a loan that you must repay even if the IRS does not issue
your tax refund.

Applicants must be present with a government-issued picture ID to apply
for a RAL. All RAL applications must be signed by the taxpayer to be valid.
If you owe money to any government agency you will not be approved for a RAL.

Personal Information of Each Member:

Name
Date of birth
Social security card/ITIN/ATIN
Last year’s tax return
Vakid Driver license

Income And Tax information:

W-2's
Interest (1099-INT or substitute)
Dividend Slips (1099-DIV or substitute)
Stock Sales (1099-B or Broker Statement)
Self-Employment Income and Expenses
Sale of a Personal Residence
Rental Income and Expenses
Sale of any Business Assets
Gambling or Lottery Winnings (W-2G for some winnings)
State Income Tax Refund (1099-G)
Pension Income (1099-R)
Estimated Taxes Paid
Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
IRA or 401(k) Distribution (1099-R)
Unemployment Compensation (1099-G)
Miscellaneous Income (1099-MISC)

Deductions/Adjustments:

Medical Expenses
Real Estate or Personal Property Taxes
Mortgage Interest
Charitable Contributions
Employee Business Expenses
Gambling Losses
Moving Expenses
Traditional IRA Contributions
Higher Education Expenses
Educator Expenses
Student Loan Interest

Tax Credits:

Child care Provider/Address and Employer Identification number (EIN) or social security (SSN)
Adoption Expenses
Retirement Saving Contributions

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