The Associates, LLC Text Size:  Decrease  |   Reset  |  Increase
homeservicestax updateshelpful linksclient infocontact us November 14, 2018

News & Updates

The new tax bill has many layers that will impact each of you in different ways. We are working diligently to get a handle on the impact it will have to each and everyone of our clients. It is important that you continue to keep your receipts just as you had under the old laws. There may be revisions to this bill throughout the year and changes made. Many of you also recieve income from different sources and will still be able to write off your business expenses on your schedule C. If you have any questions or concerns please feel free to contact us.


Thank you for your interest in our firm.  The Associates look forward to continuing a strong ongoing professional relationship with you. 



April 15th will be here before you know it.  If you haven’t already scheduled an appointment, please call as soon as possible so that we may accommodate you. 



If you are unable to meet with us at our office, you can mail your tax information to us.  After we review your information, we will contact you to discuss. 



Please note that we require payment in full before returns are released.



The following is a list of information necessary to prepare a complete and accurate tax return:


  1. Copy of last year's Federal and State tax returns (new clients only)


  2. Completed worksheets


a)      Client Data Sheet


b)      Expense Worksheet


c)      E-file Authorization forms


  1. Copy of taxpayer and spouse driver’s License (front and back)Federal and state estimated taxes paid (date and amount of each payment)


  2. W2s


  3. 1099 MISC


  4. 1099 INT


  5. 1099 DIV  


  6. 1099 B - please have the cost basis and purchase date for all sales


  7. 1099 G - last year's state refunds


  8. 1099 R - distribution from retirement/pension


  9. K-1s (Partnership, S-Corp, Estate & Trust)


  10. Rental property information


  11. 1099 G - Unemployment information


  12. 1098 Mortgage interest paid and real estate taxes paid


  13. Medical expenses/Health Insurance Premiums- not reimbursed


  14. Form 1095-A Obamacare Insurance Statement, 1095-B, 1095-C


  15. Charitable contributions


  16. IRA contribution amount (Trad, ROTH, SEP, SIMPLE)


  17. Dependent information - social security # and DOB


  18. Child care information (amount paid, address & tax ID # of care giver)


  19. Business expense worksheet


  20. Direct deposit worksheet (if interested in having refunds directly deposited)


If you know you will be unable to meet the April 17th filing deadline, please let us know so that we may file an extension for you.  If you don’t ask for an extension, we do not file one for you.    

Sign Up For Our Mailing List