Year End Information:
So, as you know, another year has come and gone and just like your annual visit to the dentist so too is your visit to Foos Garvin quickly approaching. Before you race in here because you’re eager to see us, there are a few things we would like you to know to save you time and precious fuel. We have made a list of “if you haves”, meaning if you have something on this list, you will need additional information. Unfortunately, this is not an all-encompassing list but is a place to start:
Do you have a college student? - you will need all of the following: a Form 1098-T, account transaction history dated 1-1-17 to 12-31-17, qualifying course expenses (books, supplies, etc.), loan disbursement payment statement/schedule, credit card and/or bank statements for proof of self payments.
Affordable Care Act (Health Insurance)? - Form 1095 A,B or C (Form 1095-B & C are required to be mailed to you by March 2, 2018). If you don’t have Form 1095 yet, it’s OK, bring your valid health insurance card. If you have more than one insurance provider, bring the coordinating cards.
Did you move? Find a pay stub near the date that you moved. If you sold your home, bring closing documents from sale.
Did you buy a house or own your home? Form 1098 Mortgage Statement & Property Taxes Paid. Bring closing documents from purchase of your home.
Final pay stub for all jobs.
Every year we still need = Valid Driver’s License or equivalent state ID and Social security card; the I.R.S requires you to verify your identity every year.
Do you qualify for Child Tax Credit and/or Earned Income Tax Credit? Bring the dependents' (All Three) ·Social Security Card, Birth Certificate, and something with their name and your address to prove residency in 2017. The I.R.S wants you to prove that your dependent lives with you and that you provided the support for them.
During the Tax Season:
Mon, Tues & Thurs: 9:00am-9:00pm
Wed & Fri: 9:00am-5:00pm
Sun: By Appointment Only
*Summer Hours are by appointments, Please call to schedule yours.
The deadline for filing your taxes for tax year 2017 is April 17, 2018.
What is an Enrolled Agent, you ask?
Well, an Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U. S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals.
What does this mean to you?
This means that, in addition to preparing and filing your tax returns, we are able to deal hands-on with the IRS for you on your behalf.
When you deal with Foos Garvin Accounting for your tax related issues, you can rest assured knowing that you have Friends in the Tax Business. For years, we have been the company you can trust to take care of your tax/bookkeeping needs.
We currently have 2 Enrolled Agents on staff to represent you before the IRS!