2018 Tax Return Preparation
It's time for us to prepare you tax returns. Use this page as a checklist to ensure you have everything you need to submit to us. You may fax, email or mail your documents to us. It is very IMPORTANT that all your information is up to date. Please follow the steps below and let us know if you have any questions.
Follow this checklist to make sure you provide us with all information:
WHO ARE YOU FILING WITH?: (We need SS Numbers and dates of birth for you, your spouse and dependents IF WE DID NOT INCLUDE THEM LAST YEAR)
ALL YOUR INCOME INFORMATION: (W2, 1099-C, 1099-G, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, SSA-1099, W2G, Any other income you had that year)
ADJUSTMENTS TO INCOME: (1098-E Student loans, 1098-T Tuition, MSA Contributions, Alimony paid, Moving expenses
ITEMIZED DEDUCTIONS: (Child care costs, Education costs, 1098 Mortgage Form, Charitable Contributions, Medical records)
TAXES YOU’VE PAID (estimated payments)
IF YOU ARE or WERE SELF-EMPLOYED (Truck driver, Subcontractor, Freelancer, Real Estate Salesperson, Uber Driver, etc.) AND HAD BUSINESS EXPENSES:
Download and fill out this Tax Preparation Organizer form to the best of your knowledge and submit to us at your earliest convenience.
You can choose to mail, fax or email this your tax documentation and information to:
Wolf Tax 32440 Franklin Rd., Suite 200, Franklin, MI 48025
After your tax return is ready, you can come back in to the office to complete it, or choose our Approve Online option and provide an electronic signature. Please notify us of your preference.
As always, we are grateful for you as a client and we look forward to completing your 2018 tax return!
If you have any questions, please call us at 888-WOLF-TAX.