The three rules of tax and accounting:  Record keeping, record keeping, record keeping. The quality of the tax return prepared will be in direct proportion to the complete and accurate information provided to your tax preparer.

No one wants to pay Uncle Sam more than they owe, so organizing your tax information can ultimately save you money. It is important to provide complete and accurate information so your tax return can be prepared more efficiently.  Organizing your information also provides a more complete picture of your tax situation so you and your tax preparer can find ways to minimize your future tax liability.

Organize your information using the Tax Organizer, then gather the following information prior to scheduling your appointment.

Tax OrganizerOriginal forms W-2 and 1099Forms K-1 from Partnerships, S-Corporations, Estates and Trusts

Forms 1098 and copies of real estate tax bills/receiptsClosing settlement statement(s) pertaining to the sale (or purchase) of real estate property

When all or most of the information is gathered, call 316-788-0555 to schedule an appointment.


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