01.27.2014
This is a reminder of the necessary requirements needed for filing purposes!
Before visiting our office, we want our clients to be prepared to prove the following expenses (if they should apply) to the IRS! Keeping receipts or some form of listing for these expenses is a recommended choice! Please take the necessary time to prepare something for your own filing (should you ever need them).
Here are some important categories:
-Medical expenses. (This includes Dentist and Eye care expenses.)
-Property tax/personal taxes. ( These taxes are most typically annual purchases of vehicles & DMV expenses)
-Work expenses (This category is based on the expenses you may obtain when at work. Example: Uniform/Shoes/Tools.)
-Student expenses/ College expenses. (Typically these expenses are confirmed by the form 1098-T, however, if you do NOT receive that form, please keep a log of your expenses and receipts to confirm any education amounts.)
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We encourage everyone to have some form of record during the next 3 years to ensure the highest deduction credit possible! For any questions, please give us a call or email us!
-Better Refund
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