2011/2012 Updates
ITEMS NEEDED TO COMPLETE YOUR 2011 TAX RETURN
•DIRECT DEPOSIT IS THE FASTEST WAY TO RECEIVE YOUR REFUND. IF YOU HAD DIRECT DEPOSIT LAST YEAR PLEASE VERIFY THE INFORMATION LISTED IN YOUR ORGANIZER.
•PLEASE VERIFY THE BIRTH DATES LISTED IN YOUR ORGANIZER.
•PLEASE PROVIDE US WITH FORM 1099 HC. THIS CONTAINS THE HEALTH INSURANCE INFORMATION WE NEED TO PROCESS YOUR MASSACHUSETTS INCOME TAX RETURN.
•CHILD CARE DEDUCTION? PLEASE PROVIDE THE PROVIDERS NAME, ADDRESS AND TAX ID NUMBER.
•MILEAGE CAN BE CLAIMED FOR THE BUSINESS USE OF YOUR VEHICLE INCLUDING, CHARITABLE WORK AND TRAVEL FOR MEDICAL INCLUDING PARKING AND TOLLS.
•MEDICAL DEDUCTIONS, WE ONLY NEED THE TOTALS FOR PRESCRIPTIONS, DOCTORS, DENTISTS, EYEGLASSES ETC. YOU DO NOT NEED TO BRING IN YOUR RECEIPTS AND CANCELLED CHECKS.
•EXCISE TAX- YOU CAN CLAIM A DEDUCTION FOR YOUR EXCISE TAX IF YOU ITEMIZE YOUR DEDUCTIONS.
•WE TRULY APPRECIATE PAST REFERRALS AND WILL CONTINUE THE MOVIE PASS PROGRAM FOR ALL NEW REFERRALS. CONTACT OUR OFFICE IF YOU NEED A REFERRAL FORM FOR A FAMILY MEMBER OR FRIEND.
FEE SCHEDULE FOR 2011 INCOME TAX RETURNS:
E Filing of federal and state return is included in fees listed below.
Form 1040A without Child Care or Earned Income Credit: $130.00
Form 1040A with Childcare or Earned Income Credit: $140.00
Form 1040 preparation will be billed at an hourly rate of $130.00
Preparation of children’s tax returns is a minimum fee of $ 25.00 per child
Tax Resources:
Internal Revenue Service
Massachusetts Department Of Revenue
U.S. Social Security Administration
http://www.ssa.gov/SSA_Home.html
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