Tax Clients
Let McCann's Bookkeeping & Tax Service take the stress out of filing your taxes.
We offer convenient pick-up and drop-off services, a fast turnaround time, and reasonable rates.
Before your first visit,
1) Please fill out the personal information form here
2) Use our tax checklist below to ensure you have accounted for everything
We offer convenient pick-up and drop-off services, a fast turnaround time, and reasonable rates.
Before your first visit,
1) Please fill out the personal information form here
2) Use our tax checklist below to ensure you have accounted for everything
Income Sources
W2s/1099-Misc State Tax Refund (Received last year) Contributions Sales of Stocks/Bonds Social Security/Retirement Benefits Partnership/Trust Income Deductions Interest Related Expenses Dividends Forms 1099-Int/1099-Div Job Education Gambling/Lottery Winnings Alimony Rents and Royalties Sale of Personal/Other Properties Unemployment Compensation Adjustments to Income Self-Employed SEP Plans Self-Employed Health Insurance/Reimbursments Moving Expenses Alimony Recipient's Name and SS# Medical Transportation Miles/Lodging Expenses Out-of-pocket Prescriptions Weight Loss and Smoking Programs Home Improvements for Medical Reasons Health Insurance Premium Long Term Care Insurance Premium Medical, Dental, Optical, Chiropractor Office Fees Laboratory Fees Hearing Aid and Battery, Eyeglasses Insurance Co-pays Taxes State & Local Income Tax Payments State Return/Extension Payments Estimated State and Federal Taxes, and Amounts Information Real Estate Taxes Paid Personal Property Taxes Paid Vehicles Interest Paid Settlements/Closing Statements Second Home Mortgage/Equity Loan Interest Points Form 1098/Unreported Investment Interest Form 4952 Mortgage Interest, Purchase/Re-financed, Form 1098 |
Charitable Contributions
Non-Cash Donations Cash and/or Check Contributions Volunteer Uniform Expenses Volunteer Mileage Job Expenses and Misc. Un-reimbursed Employee Job Uniforms/Job Travel Union Dues Job Education Safety Deposit Box Gambling Losses Professional Journals Professional Licenses Tax Return Preparation Fees Disabled Dependent Job Seeking Expenses Casualty and Theft Losses Child & Dependent Care Expenses (Include Full Name, Address, SS# of Providers) Household Employees Minor/Disabled Dependents Qualified Education Expenses Tuition and Fees Books, Room & Board Self-Employed Information Gross Receipts & Sales Returns & Allowances Costs of Goods Sold Direct Expenses Advertising, Insurance, Supplies, Utilities, Wages Business & Farm Expenses Business in Home Expenses Mileage & Actual Expenses for Depreciation Items |