Preparing for Tax Season

Being prepared for tax season is now simple.

Tax preparation doesn’t have to be “taxing”. For your convenience, our Income Tax Organizer is listed below.

We can also arrange a meeting to prepare your current tax documents, or review your completed tax return, with our tax specialist, Howard Schubert*.

Call us today at 910-235-4140 to get started!

EXAMPLES OF TAX PREPARATION INFORMATION ARE AS FOLLOWS:

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name
  • Date of Birth
  • Social Security Number
  • Last Year’s Tax Return
  • Valid Driver’s License

INCOME & TAX INFORMATION:

  • W-2′s
  • 1099′s
  • Self-Employed Income & Expenses
  • Sale of a Personal Residence
  • Rental Income & Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings
  • State Income Tax Refund
  • Pension Income (1099-R)
  • Estimate Taxes Paid
  • Social Security or Railroad Retirement
  • IRA or 401k Distribution
  • Unemployment Compensation
  • Miscellaneous Income

DEDUCTIONS/ADJUSTMENTS:

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Moving Expenses
  • Traditional IRA Contributions

TAX CREDITS:

  • Retirement Savings Contributions

 

*Clients of Pinehurst Capital are not required to use Mr.Schubert’s services

Complimentary Consultation


Learn more about Pinehurst Capital, Inc. and how we can help you with your current situation.

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Learn more about Pinehurst Capital, Inc. and how we focus on the needs of retirees and soon-to-be retirees.

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