Is Your W-2 In Bad Shape?
We always say to ourselves, “next year’s tax season will be different!” Now that we have started a new year, there is a good chance your withholding elections made in 2015 are obsolete for 2016! Getting your annual W-2 checkup is painless compared to going to that "J" store!
What is a W-2 checkup? In plain English, I will estimate your tax burden for 2016. I will do this by projecting your income against qualifying deductions to determine how much you may owe or receive as a refund. Most importantly, we will look at the available options to potentially reduce your burden.
Everyone has a unique tax situation, and I will provide you with a customized list of documents after we discuss your case.
Typical documents needed:
• Last paystub(s)
• Basic spouse and dependent information
• Recent mortgage and property tax statements
• DMV fees paid
• Basic donation info
• Capital gains details
• Estimated childcare costs
• Estimated income and expenses for your business and/or rental properties
• Your prior year 1040 if you are a new client
Please contact me today so we can get the ball rolling!
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