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Tax Preparation
We will prepare all required tax returns at competitive, affordable rates. We ensure that you pay the lowest taxes possible. Make sure to bring these materials with yourself:
  • Wage statements (Form W-2)
  • Pension, or retirement income (1099-Rs)
  • Social Security card(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
  • 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, sales and exchanges
  • 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
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 Securities and advisory services offered through SagePoint Financial, member FINRA and SIPC. Tax and Accounting services offered through CPA Financial Group, Inc. CPA Financial Group is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor. Sagepoint Financial Inc does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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