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.
If your business has a website, you’ve heard about the importance of content. Lots of content— educational, timely, entertaining and frequently updated information that helps boost your search rankings and engage visitors.
This Thanksgiving, what are you grateful for?
If you plan to attend a conference soon, it will likely be a virtual event. While some may dismiss virtual conferences as just sitting in front of a computer, the fact is they can be more comfortable (sweatpants, anyone?), more rewarding and every bit as enjoyable as an in-person event. If you’re a virtual conference newbie, here are some tips to get the most from your experience: