Tax Tip: Gather Those Receipts!

Tax Tip
February 18, 2014

Before you start preparing your taxes, make sure you gather all the necessary documents. Keep all information that comes in the mail such as W-2s, 1099s and bank or mortgage statements, and store it in one place. Save receipts and documents from donation forms in order to itemize your tax deductions. Not sure what to include? It’s better to have more documents at your disposal than miss a potential item….

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Tax Tip: Report Name Changes

Tax Tip
February 11, 2014

Did you change your name since the last tax season? According to the IRS, the name on your tax return MUST match your Social Security Administration (SSA) records. Tax tip to save time: Make sure to notify the SSA of any name changes before you file your taxes, or you may receive a letter from the IRS about the inconsistency. Tax tip to save money: The interest on your mortgage…

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