The Anne Skinner Difference . . . Our Interview There is a difference in having your tax return completed by Anne Skinner's Income Tax Service, and that difference begins with the interview. It will be the most thorough you have ever experienced. Key to the interview are detailed questions designed to discover all possible tax-saving opportunities, which cover almost every imaginable tax-related personal and occupational situation. Our Follow-up Our service does not end when you walk out of our door!  Our office is open year-round from 9 to 5, Monday through Friday. We are also available by appointment at any time. And we are always there for questions or information - you will notice that our home phone numbers are on all of our business cards! If you have filed an extension, we contact you to make sure that you come in to have your return done before the due date. We also contact our clients if there is a change in the tax law which will seriously affect them (such as the change in the Workers Comp law in 2003). Free Mid-Year Review In August we offer our clients a free review of their year-to-date income and potential deductions, to ensure that their estimated or withheld taxes will cover their tax liability at the end of the year. Electronic Filing We are registered e-filers with the IRS. Electronic filing gives you the assurance that your tax return has been received by the IRS, and also gives you a much faster refund.   Bookkeeping Service We offer a full range of bookkeeping services for small business and condominium associations. Payroll W-2's, 1099's, Quarterly Payroll Tax Filing Accounts Receivable & Payable Financial Reports Incorporation and LLC's Sales Tax Filing Instructions and Set-up of Quickbooks on your computer Condo and Homeowners Association Bookkeeping   What you should bring to your interview: If you are a new client, please bring your previous year's tax return! W-2s from each employer 1099-INT or 1099-DIV forms for Interest and Dividend Income 1099-R forms for your pension and retirement income 1099 forms from Social Security 1099 forms from state unemployment 1099-B for sale of securities 1099-S for sale of your residence 1099-G for state tax refunds or gambling winnings Your records regarding rental income and expense Alimony paid or received (including social security number of recipient) Schedules K-1 from Partnerships, S-Corps, Trusts and Estates Records of purchase or sale of personal residence, including forms given to you at closing. Cost records for improvements made during ownership may still be valuable.     Summary of medical and dental expenses paid by you in 2006 Real Estate taxes paid in 2006 Mortage and Home Equity Loan Interest Estimated taxes you have paid to federal and state Summary of charitable donations including cash, check and items given in kind. When property donated exceeds $500 an itemized list is required. Job related expenses - tools, union dues, special clothing, supplies. education Log book for business use of automobile Receipts for travel, lodging and meals while on business Job hunting expenses Child care expenses (don't forget the provider's ID number) IRA contributions made in 2006 Summary of moving expenses (if eligible) Summary of casualty loss (fire, theft, natural disasters)   If you can answer yes to the following questions, you should bring the appropriate information with you: Did you pay interest on higher education loans? Were there any births, deaths, adoptions, marriage, divorce in 2006? Did you receive any bartering income? Did you receive installment payments on property sales in 2006? Did your children who are under 18 years of age receive interest and dividend income? Did you support anyone other than your own children? Did you make gifts to any one individual of over $12,000? Do you have a foreign bank account? Did you refinance your mortgage? Did you pay points to purchase a home or refinance your mortgage? Did you receive non-taxable sick pay? Did you have household employees? Did you receive proceeds from a lawsuit or class action?