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Dealing with all new tax laws, tax forms,
the possibility of error and audits, can sure be intimidating.
But relax; let our tax professional deal with your taxes. G+F
Business Solutions is not intimidated and makes the process easy
for you with our personal tax service. To expedite the process
of your tax return, review our checklist
to make sure that you make the most of your time.
PERSONAL TAX SOLUTIONS
Thousand of clients have trusted G+F Business Solutions
to process their tax returns because we offer a personal
tax solution. Just come in and G+F take all the complexity
and simplifies the process. We guarantee to:
Listen to your unique situation and will customize
a tax solution for you
Do everything possible to maximize your tax return
Give you advice to on how you can save money for future
years
Guarantee our service and make sure that you are happy
with your return before you pay
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YOUR G+F ADVANTAGE
Call or walk in and we will take all the necessary
time to ensure your needs
Drop-OFF
We offer you a convenient way to do your returns.
Simply give us your contact information, drop off
your paperwork, and we work with you over the phone,
email, or fax at time that is more convenient for
you.
Experience
You do not have to deal with complicated tax laws
or tax forms, or concerns about maximized your return.
Let our experienced tax professionals offer you
peace of mind.
Year Round Service
Count on our tax professionals to assist you even
after April 15th for all your tax needs.
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G+F Business Solutions: Tax Checklist √
When doing your taxes, having the right information improves the
process and maximizes your return. Use this checklist to help
you gather your important personal, employment, residential, and
financial information. Avoid multiple trips to your tax professional
by getting it all together now. If applicable please bring:
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Social
Security |
Including
spouse and dependents |
Information
of Child Care provider |
Name,
address, Tax ID or SS Number |
Alimony
Paid |
Social
Security Number |
Partnerships,
S Corporations, + Trust income |
Schedule
K-1 |
Pensions
+ Annuities |
Form
1099-R |
Social
Security / RR1 Benefits |
Form
RRB-1099 |
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Description
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Form |
Unemployment
Compensation |
Form
1099 G |
Miscellaneous
Income: Including Rent |
Form
1099-MISC |
Partnerships,
S Corporations, + Trust income |
Schedule
K-1 |
Pensions
+ Annuities |
Form
1099-R |
Social
Security / RR1 Benefits |
Form
RRB-1099 |
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- Alimony received
- Jury duty pay
- Gambling and lottery winning
- Prizes and awards
- Scholarships and fellowships
- State and local income tax
refunds: Form 1099-G
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- Residential Address(es) for this year
- Mortgage Interest: Form 1098
- Sale of your home or other real estate:
Form 1099-S
- Second mortgage interest
- Real Estate Taxes paid
- Rent paid during tax year
- Moving expenses
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Description
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Form |
Interest
Income Statement |
Form
1099-INT + 1099 OID |
Dividend
Income Statement |
Form
1099-DIV |
Proceeds
from Broker Transactions |
Form
1099-B |
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Retirement
Distributions |
Form
1099-R |
Financial Liabilities
Auto loans and leases (account numbers and car value) if vehicle
used for business
Student loan interest paid
Early withdrawal penalties on CDs and other time deposits
Automobiles
Personal property tax information
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- Contributions to charity – Please bring
a qualified written statement from charity for any single
donation of $250 or more
- Un-Reimbursed expenses related to volunteer work
or related to your job (including travel
expenses, uniforms, union dues, subscriptions)
- Investment expenses
- Job hunting expenses
- Odd-related education expenses
- Child Care expenses
- Medical Savings Account
- Adoption expenses
- Alimony paid
- Tax Return preparation + fees
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- Business Income: FORM 1099- MISC and/or records
- Partnership SE Income: Schedule K-1
- Business-related expenses: Receipts, other documents
+ own records
- Farm-related expenses: Receipts, other documents
+ own records
- Employment taxes + other business taxes paid
for current year: Payment Records
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- Federal, State, + Local estimated income tax paid
for current year: Estimated tax vouchers,
cancelled checks + other payment records
- IRA, Keogh and other retirement plan contributions:
If self-employed, identify as for self or
employees
- Records to document medical expenses
- Records to document casualty or theft losses
- Records for any other expenditure that may be
deductible
- Records for any other revenue or sales of property
that may be taxable or reportable
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