Income Tax Filing in Mesa
Maximize Your Personal Income Tax Return
Income Tax Filing Inquiries
Many individuals have questions regarding what they can and cannot claim during personal income tax preparation. Such inquiries include questions about expenses, claims, or reductions. You may wonder if you can claim cosmetic surgery as a medical expense or whether you should consider capital gains in your income. Questions like these can make income tax filing a tortuous task. With the help of an experienced tax accountant in Mesa, one of our knowledgeable team members will answer these questions with your best interest in mind. Our tax preparation team can address any concerns you may have regarding tax preparation.
Tax Preparation Checklist
- Identification: Ensure that you have all personal identification details, including your tax ID number or social security number. Have the same information for your spouse or dependents.
- Income Documents: Collect any employment documents such as W-2 or 1099 forms. A 1099 form would be necessary if you received unemployment or are self-employed. Be sure to find records of any retirement income, rental income, dividends, or any other income.
- Detailed Records of Deductions: Should you plan to make any deductions, you will need tax filing proof. Have receipts for medical expenses, donations, educational expenses, and any other deductible expenses.
State vs. Federal Tax Filing
You may be required to prepare taxes on both the state and federal levels. In all cases, you will be required to file federal taxes; however, not everyone is obligated to file state taxes. The requirement to do so depends on your state of residence and/or state of employment. Our team of knowledgeable accounts can advise you regarding what you are required to do.