Newkirk & Company Financial Services Blog


Tax Preparation

As a new year begins and April 15 quickly approaches, thinking about filing your income taxes can feel like a daunting task. Before you hit the panic button, fear not, there are some things you can do to make filing your taxes much less painful.

STEP ONE . . . Take a deep breath. 

Newkirk & Company can take the panic out of filing your income taxes.

Newkirk & Company can take the panic out of filing your income taxes.

STEP TWO . . . Get organized! Gather up all of your W2’s and receipts. Below is a list of typical items you may need, but this is by no means a total list:

  • W-2 and 1099 forms, including those for dividend and interest income
  • Mortgage interest (Form 1098), mortgage insurance, and property tax information
  • Student loan interest information (Form 1098-E)
  • Tuition and fees documentation
  • Canceled checks that can back up any donations you claim
  • Medical bills exceeding 10 percent of your income
  • Documentation of contributions to your traditional IRA or similar retirement account
  • Any  receipts to document unreimbursed business expenses and other deductible items
  • Any mail marked, “Tax document enclosed.”

STEP THREE . . . Make an appointment with a trusted tax specialist at Newkirk & Company to help sort through the myriad of forms and IRS regulations. Our specialists provide expert and affordable tax services and will prepare your return to give you the best possible results.


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