Original source documents such as W-2s, 1099s for interest, dividends, and miscellaneous income. Bring any statements from investment accounts showing gains or losses on sales of investments. Copies of the settlement statement from any purchase or sale of real estate. Any form K-1s from partnerships, limited liability companies or S-Corporations. Any backup for itemized deductions like mortgage interest, charitable contributions or other items. Please bring your last three filed tax returns, or as many as you can put your hands on. We use them to gain familiarity with your tax situation and very often we find deductions you might have missed or handled incorrectly. As a general rule, when in doubt as to what to bring.....bring it!
We enjoy sitting down over a great cup of coffee to learn more about you, your needs and your financial goals. Here are a few things we can do for you:
• We'll sort out your accounting.
• We'll minimize your taxes.
• Timely service and clear fee structure.
• Quicken/QuickBooks/QuickBooks Online/Peachtree Specialists.
• CERTIFIED FINANCIAL PLANNER™ professionals
• Initial consultation...no charge!
• Great coffee!
Carmines Robbins' offers customized accounting services including BOSS™ (Back Office Support System) for the dental arts profession.
It’s hard to believe that we are already into July. Even with the deadline for filing your return and making a payment (if you owe) being extended to July 15, 2020, it still seemed like it came upon us fast. With only a few weeks left, be sure to get any final documents to us and answer any outstanding communications immediately.
New gardeners have come out of the woodwork this year, looking to create a sustainable food supply in their own backyards. Of course, not everyone has the space or the time to create a full-on outdoor garden. So, why not start small…and indoors?
It’s safe to say that most people are laser focused on money right now—specifically on how to make it last longer. To help you do just that, we compiled the following list of tips for spending less in 2020: