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

Deductions/Adjustments:

  • 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 admin@pinehurstcapital.net or call us at 877.501.7337 today!

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Pinehurst, NC 28374

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Wilmington, NC 28405

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• any expense incurred before your policy date
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Pinehurst Capital, Inc. is a Registered Investment Advisor in the State of North Carolina.