Need an appointment?
or call 631-235-4773
Sharing office at Parente Agency
59 North Ocean Ave., Patchogue, NY
Appointments on weeknights at the home
office in Medford. Weekend appointments available at Patchogue office
or home office.
filing 2011 season has begun
Accepting appointments now. Call me at
631-235-4773. I now have an appointment in Patchogue. The address
59 North Ocean Ave., Patchogue Village,
I'm often asked the question "What
do I need to bring". Based on experience of what people normally
forget, I've comprised a short summary.
|Preparing taxes can be
broken up into 4 general areas:
|1. Personal information
||Social security numbers
and date of birth for all family members.
||W2's and any form that
has 1099 label.
Property taxes, mortgage interest
paid.Any form that has 1098 label.
||Education and Dependent
care services (i.e. child care, in-home nursing). Make sure
to bring the tax ID (EIN) as well as name and address
of the provider.
Coming soon: Printable checklist