Individuals
Summerhill’s seasoned tax professionals have over 10 years of experience and are available all year long. They monitor any tax law changes that will affect you and your business and may recommend tax saving strategies. We understand and know the tax deductions that pertain to your specific industry. Summerhill can help you make an informed decision when making a big purchase in your business or personal life by showing you your tax advantages or disadvantages. With Summerhill you will get a customized tax service to help fit your business and or personal needs.
PROFESSIONAL TAX PREPARATION SERVICES
DOCUMENT CHECK LIST
INCOME ITEMS
- Wages ( Include All W-2’s)
- Interest ( Banks, Escrows, Other)
- Dividends ( Portforlio Statements from Investments Accounts)
- State Income Tax Refunds
- Social Security Income
- Pensions (1099R)
- Alimony Recieved
- K-1s (Investments, Trusts, Partnerships, S Corporations)
- Stock Transactions ( Buy & Sell Info. Cost Basis)
- Other Income (Gambling, Jury Duty, Debt Forgiveness 1099C)
- Business Income and Expenses Summarized
- Rental Income and Expenses Summarized
DEDUCTIONS
- Medical Expenses (prescriptions, Insurance premiums, medical equipment, etc)
- Child care
- Gas / Mileage
- Equipment purchased (Self- employed – Printer, paper,
- Paint brushes, etc)
- Office/ Booth Rental
- Mortgage Interest
- Tuition paid
- Student loan interest paid
- Charitable contributions
- Investment Interest
DEDUCTIONS
- Medical Expenses (prescriptions, Insurance premiums, medical equipment, etc)
- Child care
- Gas / Mileage
- Equipment purchased (Self- employed – Printer, paper,
- Paint brushes, etc)
- Office/ Booth Rental
- Mortgage Interest
- Tuition paid
- Student loan interest paid
- Charitable contributions
- Investment Interest