Services
Will can assist you with:
- Tax Preparation
Personal Information Sheet (fill & fax) - Savings Accounts at Wachovia
- Financial Planning
- Tax Advice
Checklist:
Will "The Tax Man" will conduct a thorough tax interview by guiding you through a series of questions to gather all the information needed to complete and file your tax return on time (or to obtain an extension, if necessary). Bring any of the following materials that are relevant to you to your tax interview.
- Wage statements (Form W-2)
- Pension, or retirement income (1099-Rs)
- Social Security card(s)
- Driver's license(s)
- Dependents' Social Security numbers and dates of birth
- Last year's tax return
- Information on education expenses
- Commissions received and/or paid
- Sales of stocks and/or bonds
- Self-employed business income and expenses
- Lottery and/or gambling winnings and losses
- State refund amount
- Social Security and/or unemployment income
- Income and expenses from rentals
- Alimony paid or received
- Record of purchase or sale of real estate
- Medical and dental expenses
- Real estate and personal property taxes
- Estimated taxes or foreign taxes paid
- Cash and non-cash charitable donations
- Mortgage or home equity loan interest paid (1098)
- Unreimbursed employment-related expenses
- Job-related educational expenses
- Childcare expenses and provider information
Coming Soon!
- Refund Anticipation Loans (Fast Refund)