INCOME TAX SEASON
IS NOW ON!!
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Checklist   for 2008 Tax Prep

1 Some of the copies you need to  bring
•        W2's
•        1099's
•        Home loan statement
•        Charitable donation documentation
•        Investment statements   

2.   Locate social security cards for you, your spouse, and your   
dependents (Names and numbers must match IRS records).

3.    If someone else lived in your home, they may also count as a
dependent.  Read the rules.

4.    Gather the amount of your child-care expenses and provider
tax ID to get the full Child Care Credit.

5.    Pull last year’s tax return to compare to this year.  It also
has the information you need to utilize the PIN program for
paperless filing.

6.    If you own a house, have large contributions or paid high
sales tax, try the itemized deductions Schedule A and
compare the total to the Standard deduction.  You may be
surprised to learn that itemizing is for you!

7.   Make a list of life changes.  Did you get married?  Have a
child?  Purchase a home?  Sell a home?  Set aside money
for someone's education?  Save for retirement?  Make a
contribution to charity?  

8.   Be aware that tax rules have changed.  Exemption amounts
have increased, standard deductions have increased, and the
standard mileage rate has increased.

9.   Make up your mind to “Do it now”.  You can file with us

Advanced e-Tax.
888 S. Greenville Suite 100
Richardson, Texas  , 75081
972 808 0200 tel
972 437 4101 fax
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2008 Tax Season  starts Jan 11,2008