12/05/2023
π Happy Holidays! π 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
β’ Social Security numbers (for you and your dependents)
β’ Dates of birth (for you and your dependents)
β’ Bank account details (for direct deposit of refunds)
Income
β’ W2 forms
β’ 1099 forms (including 1099-MISC, 1099-B, 1099-C, 1099-G, 1099-R, 1099-S, 1099-SA, 1099-INT, 1099-DIV, 1099-LTC, etc.)
β’ Alimony received.
β’ Business income
β’ Rental property income
β’ Note: S-Corps tax returns are due March 15, 2022!
Deductions and Credits
β’ Retirement account contributions
β’ Charitable contributions
β’ Form 1098 (Mortgage Interest Statement)
β’ Medical expenses
β’ Forms 1098-T and 1098-E (for education expenses, including tuition and student loans)
β’ Childcare expenses (provider's name, address, and tax ID required)
β’ Adoption costs
β’ Home office details (office square footage, start date of use as home office, utility expenses)
Tax Payments
β’ Estimated tax payments (for self-employed individuals)
β’ Personal property taxes
β’ Real estate taxes
Additional Tools and Scheduling
β’ Existing clients visit www.dp1taxes.com to utilize the new portal to schedule your appointments.
β’ TaxPass: You can utilize the TaxPass to upload documents.
β’ Schedule Your Appointment: Secure your slot by clicking on the scheduling links below.
Office Locations
β’ Grand Rapids Office: https://app.acuityscheduling.com/schedule.php?owner=16911454&calendarID=2647066
β’ 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