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, listed below, can help make sure you have everything you need for tax season.

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 877.501.7337 to get started!

Would you like to know more? Contact us today!

Here is a checklist of tax preparation information:

Personal information for each family member:

  • Name
  • Date of birth
  • Social Security number
  • Last year’s tax return
  • Valid driver’s license

Income and Tax information:

  • W-2s
  • 1099s
  • Self-employment income and expenses
  • Sale of a personal residence
  • Rental income and expenses
  • Sale of any business assets
  • Gambling or lottery winnings
  • State income tax refund
  • Pension income (1099-R)
  • Estimated taxes paid
  • Social Security or Railroad Retirement
  • IRA or 401(k) distribution
  • Unemployment compensation
  • Miscellaneous income


  • Medical expenses
  • Real estate and personal property taxes
  • Mortgage interest
  • Charitable contributions
  • Moving expenses
  • Traditional and Roth IRA contributions

Tax Credits:

  • Retirement savings contributions

Please do not put off future planning!

It is important to feel you have control over your future. At Pinehurst Capital, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

To schedule a time to discuss your financial future and the possible role Pinehurst Capital can play in your financial strategy, contact us at or call us at 877.501.7337 today!


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100 Magnolia Road
3rd Floor
Pinehurst, NC 28374



1213 Culbreth Drive
Suite 306
Wilmington, NC 28405


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We are an independent financial services firm helping families create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Pinehurst Capital and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Pinehurst Capital, Inc. is a Registered Investment Advisor in the state of North Carolina. The presence of this website shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any state other than the state of North Carolina or where otherwise legally permitted.