67 Birch Point / P.O. Box 580
Milbridge, ME 04658
ME Phone: (207) 546-3991 • Fax: (207) 546-3992
PA Phone: (215) 799-0453 • Fax: (215) 257-3251
What to Bring to Your Tax Appointment
1st Time Clients
- A copy of last year's tax return. A copy will be made and kept with your records. I will also review your return to see if you are due any additional monies. This service is provided at no additional charge.
- Social Security CARDS and dates of birth for taxpayer, spouse and children.
Income
- W2 forms for wages and gambling earnings
- 1099S for Interest earned, dividends, state refunds, sale of real estate
- Social Security income
- Unemployment compensation income
- Rental property income
- Pension/IRA distributions
Deductions
- Medical expenses including doctors, dentists eye doctors, glasses, prescriptions, braces,
- over the counter drugs, medical miles, long term health care insurance and senior home rent
- Real Estate taxes paid
- State and local taxes paid in the past year
- Mortgage interest, refinance papers
- Settlement sheets if you've purchased a new home or sold one
- Charitable contributions including mileage and a listing of non-cash items donated
- Casualty losses and insurance reimbursements
- Work related expenses: Union dues, safety shoes, uniforms, tools, teaching supplies, mileage for the convenience of your employer, safe deposit box, job seeking expenses and education expenses
- Self-employed business expenses
- Rental property expenses
Credits
- Daycare expense with name, address and EIN or Social Security number
- Hybrid car purchase
- College tuition expenses
Miscellaneous
- Listing of any major purchase with SALES tax paid (ex: car)
- Local Tax forms
- Dates of birth and Social Security numbers for any new family members