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Category : Featured, Tax

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Early Bird Special – $100 off H&R Block Prices

Category : Tax

I quit H&R Block because they charge their customers too much.

All early filers will get to save $100 off H&R Block Prices.

Offer ends February 5th, 2011.

What to bring for Tax Preparation

Category : Tax

Things to bring

  • Last year’s Federal and State tax returns (for new clients)
  • Income/Wage statements:
    • W-2’s
    • 1099’s
    • Alimony received or paid
    • Commissions received statement
    • Brokerage account year-end statements
    • ESPP statements
    • Stock options sale papers
    • Rental property income and expenses
    • Partnership, S Corp, trusts, or estate yearly statements
    • Pension or retirement income statements
    • Social security income yearly statement
    • Unemployment income yearly statement
    • State income tax refund statement
    • Lottery winnings (and lottery losses, if you have winnings)
  • Car, motor home, and boat registration paperwork
  • Donation receipts
  • IRA contributions
  • Child care expenses and provider information
  • Medical expenses
  • State taxes paid
  • Unreimbursed employment-related expenses
  • Job-related educational expenses
  • Casualty or theft losses
  • Foreign taxes paid


  • Mortgage interest year-end statement
  • Home equity year-end statement
  • Property tax information
  • If you sold your home, purchase and home improvement information
  • Home Loan


  • Income and expense reports
  • Mileage logs for autos
  • Receipts for business assets purchased


  • Tuition and education fees
  • Student loan information
  • Grants and scholarship information

Hello world!

Category : Tax

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