Appointments:
Mon-Sat 9am-6:30pm
Sharon Ramsey
Erin Ramsey
Please call early for appointments as they go quickly due to availability.
Necessary Information:
- Please bring your last year's tax return (new clients only)
- All forms of income!
- Wages, self-employed income, retirements, gambling winnings, lottery, rental income, interest income, etc.
- Medical Expenses (they must exceed 7.5% of income to qualify.)
- DMV Registrations
- Mortgage Interest 1st, 2nd, equity
- Property Taxes
- Sales Tax - on large purchases (car, boat, motorhome, etc.)
- Escrow and Closing Statements – sale, purchase and/or re-finance
- Charitable Donations - You may only deduct donations you have a receipt/cancelled check for. No cash without receipts.
- Stock Sales: you will need to provide the cost basis and date of purchase. This is how to determine gain or loss!
- Child Care provider ID number, name, address and phone number - Dependent’s Social Security Number and name as it is written on social security card. (remember the dependent care deduction available to you through your employer)
- Work Related Expenses
If you are missing a piece of information, don’t cancel! We can add it later! Appointments are limited so please give 48 hrs notice of cancellation. Thank you!
If distance is a problem, we can prepare your taxes by e-mail or snail mail.
Important
If babysitters are difficult to obtain, it is not necessary that both spouses be present.