Tax and Accounting Services for the Saint Louis Region
 | ||||||
STL TAX
James M. Coats, CPA
Tax Preparation
Preparation of Federal, State, and Local Tax Returns for Individual, Small Business, Corporate, Estate and Trust Clients.
Electronic Filing and Direct Deposit Available
Steps to follow:
- Use your Income Tax Guide & Organizer that was mailed to you or the online checklist provided below to gather the documents that will be needed to complete your return.
- Call STL TAX for an appointment to meet or to drop off your documents.
Checklist:
• Social Security Card(s) for all family members
• Drivers License or other Picture ID for Filer and Spouse
• Date of Birth for all family members
• Last Year's Tax Return
• Wage Statements - W-2's
• Pension or Retirement Income - 1099-R's
• Interest and Dividend Income
• State Refund Amount
• Social Security Income
• Unemployment Income
• Commissions Received/Paid
• Alimony Received or Paid
• Moving Expenses
• Student Loan Interest Paid
• Tuition Paid
• Sales of Stocks and/or Bonds
• Self-Employed Business Income and Expenses
• Lottery and/or Gambling Winnings/Losses
• Income and Expenses From Rentals
• Childcare Expenses and Provider Information
• Medical and Dental Expenses
• Cash and Noncash Charitable Donations
• Record of Purchase or Sale of Real Estate (Contract or Closing Stmt)
• Mortgage or Home Equity Loan Interest Paid - 1098
• Real Estate and Personal Property Taxes
• Unreimbursed Employment-Related Expenses
• Job-Related Educational Expenses
• Information on Education Expenses
• Casualty and Theft Losses
• Estimated Tax Payments
• Foreign Taxes Paid
Tax Problems
Are you receiving letters from the IRS? Do you need to file tax returns for previous years? Do you owe the IRS and can't pay?
Tax issues are time sensitive - don't make things worse by waiting and worrying. Call STL TAX today and let Jim go to work for you.
IRS Audits, Offer in Compromise, Delinquent Tax Returns, Property Tax Appeals
