Davette Lynne Hrabak   
CPA, CFE, CBM, ATP, ATA, ABA, ECS   
Certified Public Accountant, Certified Fraud Examiner, Certified Business Manager   
Accredited Tax Preparer, Accredited Tax Advisor, Accredited Business Accountant, Elder Care Specialist    

 

Tax Advice

Common Items to Gather Before Visiting Your CPA:

  • A list of questions you may have

  • All forms, for example:

    • W-2 Form(s)

    • 1099 Form(s)

  • Stock/Bond/Mutual Fund Statement(s)

  • 1098 Form(s) (Mortgage Interest Statements)

  • Tuition Statement(s)

  • Miscellaneous items, such as:

    • charitable contributions

    • medical expenses

    • medical mileage

    • moving expenses

    • job search expenses

    • unreimbursed employee expenses

    • security box rental amount

    • investment expenses

  • Property tax statement(s)

  • Estimated tax payment amounts and dates for federal and state

  • Any correspondence received during the year from the IRS or state

  • Copy of prior year's tax return

  • Social Security Numbers and birthdates of you, your spouse, and any dependents you may have

  • If you have a business, all records of receipts and disbursements, mileage log(s)

  • If in doubt, bring all statements, forms, and amounts in!

  • Depending on each person's unique tax situation, other items may need to be gathered by you and analyzed by the CPA

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