Get ready for the arrival of records. When your W-2s, investment statements and other tax-related documents start coming in, create a collection point and put them there. It could be as simple as a large envelope. You might have received a few documents in December, but most will arrive throughout January. Just make sure that whenever the material shows up you put it all together in an accessible place, so when you are ready to fill out your return you have all the data you need. Remember, the IRS gets a copy of most of these, too, so figures on those statements are critical to ensuring your return sails through the system.
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Plan Ahead!!!
(IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.)
845-638-3375 ~ Joan Murad ~ Enrolled Agent
~~What is an enrolled agent? An enrolled agent is a person who has earned the privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before.
(I.R.S. definition)~~
(I.R.S. definition)~~
Disclosure and Retention of Personal Information
Exact Tax Service does not disclose the personal information of its client without their consent to any outside party, except as required by law or as specifically requested by the client, e.g. in a mortgage letter to a broker looking for income verification. Exact Tax Service retains personal information for its clients after which it is destroyed unless otherwise instructed by the client, in which case it is disposed of as per the client’s instructions.
Year Round Tax Service, Licensed To Represent You Before The IRS, Notary, Individuals & Businesses
Notary:
Joan has experience closing all sorts of loans: first and second mortgages, open-ended credit lines, fixed equity HELOCS, FHAs, balloon mortgages, reverse mortgages, purchases (first and second home/investment properties), construction loans, rental properties, time-stares, and interest-only loans. You can rest assured that one has the know-how to handle your documents properly.
Joan also has experience with other notary work such as hospital notarization, passport, parent permissions, Insurance claims, deposition and other important documents.
Joan has experience closing all sorts of loans: first and second mortgages, open-ended credit lines, fixed equity HELOCS, FHAs, balloon mortgages, reverse mortgages, purchases (first and second home/investment properties), construction loans, rental properties, time-stares, and interest-only loans. You can rest assured that one has the know-how to handle your documents properly.
Joan also has experience with other notary work such as hospital notarization, passport, parent permissions, Insurance claims, deposition and other important documents.
Plan Ahead!!!
(IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.)