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Tax season can be stressful. We are here to prepare your taxes during the season and will check any tax savings. Then when the time comes, we will be there to provide you with advices, answer any questions, and then file your taxes in a fashionable manner.

 

Tax Preparation Services

SAW will be providing tax preparation services for the following:

  • Individuals
  • Businesses
  • Non-profits
  • File State and local tax preparation
  • Tax planning

Necessary Documents for Preparing Taxes ..

You will need to bring your W-2s, 1099s, or any other income return that you have such as self-employment, rental income, etc. If you purchased your health care through the Exchange or Marketplace you will be issues a 1095-A, document which is necessary for your tax return. We also need your Social Security Card, Driver’s License or any authorized ID card. While a copy of the previous year’s tax return is not necessary; however, it may be helpful.

What to bring to your Tax appointment:

  • All sources of income (W-2’s, or 1099’s, including dividends)
  • Stock information (bought & sold)
  • Mortgage interest statement (1098’s)
  • Taxes paid on home mortgage
  • Donation receipts (cash & non-cash, i.e. clothes, furniture, etc.)
  • Education credit expenses
  • Childcare expenses (including care providers SS#, or employer ETD#)
  • Bank account information (account number & routing number)
  • Escrow papers (if you bought, sold or refinanced your home during the tax year)
  • Car license fees (if you itemize on the long form)
  • Bill of Sale (if you bought a boat, car, motorcycle, motor-home, or other special item)
  • Employee business expenses (any receipts if you bought anything for work, if you itemize)
  • Office-in-home expenses (total sq feet of home, utilities, insurance, and other expenses)
  • Rental income & expenses
  • Estimated taxes paid during the tax year including the January installment

Appointment For Tax Services

  • Our process is easy. You make an appointment for an interview with us at our location, or by the phone, at the mean time we will discuss your tax situation and will answer any question or concerns you may have.