Income Tax Preparation

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Income tax Preparation 

LL Suto Financial Planning, CFP

(Located inside Sandpoint Pack'nShip)

 

I am a Certified Financial Planner and have been helping people with their income tax returns for the past 5 years.

I try to find all the deductions that you are entitled to on your return which puts more money in your pocket.

I charge a flat fee of $110 which includes your Federal and State returns plus efiling.

What do I need to bring in to prepare my tax return?

  • Last year’s income tax returns – Federal and Idaho State
  • Form W-2s-  wages and tax statements
  • Form 1098s – includes mortgage interest (1098) and student loan interest ( 1098-E)
  • Form 1099s – includes dividend income(1099-Div), interest income (1099-INT & 1099-OID), miscellaneous income(1099-MISC) Retirement plant distribution(1099-R) sale of home or real estate(1099-s) and unemployment compensation (1099-G)

Personal records (if you have these expenses)

  • Child and Dependent care expenses
  • Education expenses
  • Medical expenses
  • Real estate taxes, Mortgage interest
  • Charitable contributions
  • Gambling expenses , Retirement contributions , Moving expenses
  • Alimony expenses and/ or income
  • Earned income credit for children – verification can be a social security card, school records, day care payments.
  • Insurance form 1095

Needed for e-filing:

  • Bank information (account and routing number for direct deposit / withdrawal)

Have A Question About Our Income Tax Preparation Service?  Please contact me, Laszlo Suto at my store, Sandpoint Packnship.

For more information, call us at 208-263-4211 or send us a message by clicking the button below.

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