Would you like small business aide to prepare your personal or business tax returns? We prepare: Individual, C-Corp, S-Corp, Partnerships, LLC's, any state prepared. Electronic filing is available.

Tax Deduction Finder & Problem Solver

Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return.

Access any of the seven parts by double clicking on the underlined part number and print if needed. Mail the completed pages along with any required documentation (listed in Part 7) to this office for immediate service. You will be contacted by phone, fax or e-mail with any questions, comments, or suggestions. If you e-mail our office advising us that you have sent your tax materials, we will notify you of their receipt.

Part 1 : Required For All Returns - Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.

Part 2 : Dependents, Interest & Dividend Income and Stock Sales

Part 3 : Needed If Itemizing Your Deductions - Medical Expenses, Deductible Taxes, Interest Deductions and Child Care Expenses.

Part 4 : Needed If Itemizing Your Deductions - Charitable Contributions, Education Expenses, Miscellaneous Deductions and Casualty Losses.

Part 5 : Travel Expenses, Away-from-home Expenses, Moving Expenses, Home Sale & Purchase and Office-in-the-home.

Part 6 : Rental & Business Income

Part 7 : Required For All Returns - Final checklist of documents and records needed.

If you would like an excel worksheet to keep track of your yearly expenses, here is a link to a worksheet that has been provided by Michael Salyers of Grayling, MI. (Thank you Mike, for allowing me to use this).       

Click here for a convenient Tax Calendar.

Click here for Occupational Deductions for: Business Professionals, Clergy, Daycare Providers, Entertainers, Firefighters, Flight Crew, Law Enforcement Officers, Medical Practitioners, Real Estate Professionals, Sales Persons, and Waiters and Waitresses.  

For more tax related articles, click here