Resources


Please click on the question below to reveal more information. If you do not see the answer to your question listed below, please Contact Me and I will be happy to help.

  • Form W-2s - Statement of Wages
  • Form 1099s - Brokerage or Independent Contractor Wage Statements
  • Form 1098 Mortgage Interest
  • Real Estate Tax Paid
  • Education Expenses
  • Retirement/401K or IRA Statement
The IRS has a quick answer for this issue. Go to this IRS Refunds link and complete the brief list of questions to get the date the check was mailed or deposited in your account.
Individual estimated taxes are due:
  • April 15
  • June 15
  • September 15
  • January 15
Check out this link for IRS FAQs.
There are various factors to consider regarding taxes when starting a new business. How do you want to be taxed? Corporation, LLCs, Partnership, etc. Do you need a federal ID number? Please feel free to contact me for more information.
A federal identification number is needed for new businesses. There are also different types of business entities for various situations. If you need assistance with what type of entity you should set up, please contact me. I provide new business setup consulting at affordable rates.
Your personal tax return (along with any documents used to prepare your return) should be kept for 3 years from the date you file your return. For businesses the guidelines are a little different depending on other factors. Call me for assistance at 813-789-6309.