We ask you to gather expenses in 4 major categories and we re-characterize these expenses to maximize your deductions:
- Home
- Car
- Travel
- Charitable Donations
Please gather these expenses and send them to me so I can begin work on your Tax Return.I will call or email you with any questions.
HOME:
- OWN - please send your Mortgage Interest and Property Tax Statements
- RENT - approximate size of your home (sq ft) and size of designated area to use as a home office
- RENT - amount paid
- Cell Phone - monthly charge
- Internet - monthly charge
- Utilities - monthly charge
- Major Purchases - computer, laptop, iPad, etc
CAR:
- Own or Lease
- Yr / Make / Model - Date of purchase / lease
- Annual miles driven
- Commute miles to work - round trip
- Own - Vehicle price (including tax and license)
- Lease - monthly payment and total drive-off
- Insurance - monthly or annual charge
- Registration
- Major repairs or services - amount paid
- Gas - price for a full tank / how often do you fill up in a month
TRAVEL:
- Date / Location
- Airfare
- Lodging
- Transportation - (i.e. Car Rental, Shuttles, Uber / Lyft, etc.)
CHARITABLE DONATIONS:
- Church / Temples / Places of Worship
- Goodwill
- Charities
