MY2018TAXES
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PRIORITY MAILING
My2015Tax Package with ALL
IMPORTANT YEAR END Information

SIMPLE
Priority Mailing 
​Hints & Tips


Use a US Post Office
Flat Rate
​Priority Mail Envelope


Picture

Use this US Post Office
Pre-Addressed
Priority Mail Label



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​GETTING STARTED
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If you're a NEW CLIENT:
  • Please fax 732.759.2245, or email to   a PDF with ALL pages of your 2017 Federal & State Income Tax Return

ALL Clients
Gather all 2015 IMPORTANT YEAR END TAX Statements which you received from 3rd party payers including:
  • W-2 Forms from your employers
  • 1099-INT from Banks paying interest on deposit accounts
  • 1099-DIV from Company Stocks paying dividends
  • 1099-B  from Brokerage, Investment & Mutual Fund Accounts
  • YEAR END BROKERAGE ACCOUNT STATEMENT
  • 1099-R from Retirement Account distributions
  • 1099-S from Sales of Real Estate
  • 1099-Q from Qualified Education accounts
  • 1098-MTG from you Mortgage Lender
  • 1095A Health Insurance Statement
Summary of Itemized Deductions including
  • Medical & Health Care Related Expenses
  • Health Insurance Premium payments
  • Out of Pocket Medical, Dental, Labs, Prescriptions, etc
  • Mortgage Interest & related payments
  • Real Estate Tax payments
  • Personal & Other property tax payments
  • Charitable Contributions
  • Employee Related Business Expenses
  • Other Miscellaneous deductions

Once you have gathered & compiled all of the above ESSENTIAL INFORMATION:
  • Photocopy a set of the above and retain for your records
  • Refer to the PRIORITY MAILING instructions above & mail to our office
  • Please send us an e-mail notification to let us know your package is on it's way
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  • Home
  • About
  • Let's Talk Taxes
  • Blogspot
  • Client Access & Special Handling
  • Secure DATA VAULT
  • Contact Us
  • Schedule of Services